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Aegis Wealth Management LLC: EEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aegis Wealth Management LLC on EEM, newest first. How the timeline and the estimate are built.

Aegis Wealth Management LLC held 10,026 EEM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,026 shares
    Change vs previous 13F -15,436 shares

    0.32% of the 13F portfolio, value $685,879.

    13F-HR 0001628818-26-000004 filed by Aegis Wealth Management LLC
    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 25,462 shares
    Change vs previous 13F -5,221 shares

    0.83% of the 13F portfolio, value $1,445,987.

    13F-HR 0001628818-26-000003 filed by Aegis Wealth Management LLC
    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 30,683 shares
    Change vs previous 13F -8,496 shares

    0.95% of the 13F portfolio, value $1,678,667.

    13F-HR 0001628818-26-000001 filed by Aegis Wealth Management LLC
    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 39,179 shares
    Change vs previous 13F +34,086 shares

    1.12% of the 13F portfolio, value $2,092,135.

    13F-HR 0001628818-25-000004 filed by Aegis Wealth Management LLC
    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 5,093 shares
    Change vs previous 13F -3,500 shares

    0.13% of the 13F portfolio, value $222,552.

    13F-HR 0001085146-25-004679 filed by Aegis Wealth Management LLC
    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 8,593 shares
    Change vs previous 13F +3,500 shares

    0.22% of the 13F portfolio, value $375,502.

    13F-HR 0001085146-25-002751 filed by Aegis Wealth Management LLC
    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 5,093 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $212,977.

    13F-HR 0001085146-25-001819 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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