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1620 INVESTMENT ADVISORS, INC.: EPR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1620 INVESTMENT ADVISORS, INC. on EPR, newest first. How the timeline and the estimate are built.

1620 INVESTMENT ADVISORS, INC. held 21,172 EPR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,172 shares
    Change vs previous 13F -799 shares

    0.76% of the 13F portfolio, value $1,228,223.

    13F-HR 0001907281-26-000003 filed by 1620 INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,971 shares
    Change vs previous 13F +184 shares

    0.74% of the 13F portfolio, value $1,097,679.

    13F-HR 0001907281-26-000002 filed by 1620 INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,787 shares
    Change vs previous 13F -1,066 shares

    0.72% of the 13F portfolio, value $1,087,180.

    13F-HR 0001907281-26-000001 filed by 1620 INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,853 shares
    Change vs previous 13F +11 shares

    0.9% of the 13F portfolio, value $1,325,712.

    13F-HR 0001907281-25-000007 filed by 1620 INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,842 shares
    Change vs previous 13F +7,696 shares

    0.94% of the 13F portfolio, value $1,330,785.

    13F-HR 0001907281-25-000004 filed by 1620 INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,146 shares
    Change vs previous 13F +75 shares

    0.61% of the 13F portfolio, value $796,840.

    13F-HR 0001907281-25-000002 filed by 1620 INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,071 shares
    Change vs previous 13F +219 shares

    0.51% of the 13F portfolio, value $667,351.

    13F-HR 0001907281-25-000001 filed by 1620 INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,852 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $728,350.

    13F-HR 0001907281-24-000003 filed by 1620 INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).