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Antonelli Financial Advisors, LLC: EELV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Antonelli Financial Advisors, LLC on EELV, newest first. How the timeline and the estimate are built.

Antonelli Financial Advisors, LLC held 168,997 EELV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 168,997 shares
    Change vs previous 13F +30,126 shares

    3.42% of the 13F portfolio, value $4,725,000.

    13F-HR 0002055364-26-000008 filed by Antonelli Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 138,871 shares
    Change vs previous 13F -6,525 shares

    2.65% of the 13F portfolio, value $3,861,000.

    13F-HR 0002055364-26-000006 filed by Antonelli 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 ended2026-03-31
    13F 145,396 shares
    Change vs previous 13F +28,557 shares

    2.82% of the 13F portfolio, value $4,083,000.

    13F-HR 0002055364-26-000004 filed by Antonelli 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 ended2025-12-31
    13F 116,839 shares
    Change vs previous 13F -29,234 shares

    2.11% of the 13F portfolio, value $3,205,000.

    13F-HR 0002055364-26-000002 filed by Antonelli 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 ended2025-09-30
    13F 146,073 shares
    Change vs previous 13F -6,198 shares

    2.64% of the 13F portfolio, value $3,888,026.

    13F-HR 0002055364-25-000004 filed by Antonelli 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 ended2025-06-30
    13F 152,271 shares
    Change vs previous 13F +7,499 shares

    2.87% of the 13F portfolio, value $3,977,320.

    13F-HR 0001667731-25-000938 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 144,772 shares
    Change vs previous 13F -9,061 shares

    2.83% of the 13F portfolio, value $3,515,412.

    13F-HR 0001667731-25-000484 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 153,833 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $3,601,232.

    13F-HR 0001667731-25-000237 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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