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ALLIUM FINANCIAL ADVISORS, LLC: EEM position timeline

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

ALLIUM FINANCIAL ADVISORS, LLC held 356,385 EEM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 356,385 shares
    Change vs previous 13F +63,643 shares

    15.96% of the 13F portfolio, value $24,380,298.

    13F-HR 0001420506-26-001599 filed by ALLIUM FINANCIAL ADVISORS, 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 292,742 shares
    Change vs previous 13F +50,433 shares

    13.33% of the 13F portfolio, value $16,624,818.

    13F-HR 0001420506-26-000827 filed by ALLIUM FINANCIAL ADVISORS, 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 242,309 shares
    Change vs previous 13F +131,243 shares

    10.51% of the 13F portfolio, value $13,256,725.

    13F-HR 0001420506-26-000206 filed by ALLIUM FINANCIAL ADVISORS, 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 111,066 shares
    Change vs previous 13F +33,898 shares

    4.91% of the 13F portfolio, value $5,930,924.

    13F-HR 0001420506-25-003368 filed by ALLIUM FINANCIAL ADVISORS, 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/A 77,168 shares
    Change vs previous 13F +37,713 shares

    3.24% of the 13F portfolio, value $3,722,584.

    13F-HR/A 0001420506-26-000208 filed by ALLIUM FINANCIAL ADVISORS, 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 39,455 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $1,724,184.

    13F-HR 0002067277-25-000001 filed by ALLIUM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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