BAKER TILLY WEALTH MANAGEMENT, LLC: EIX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BAKER TILLY WEALTH MANAGEMENT, LLC on EIX, newest first. How the timeline and the estimate are built.
BAKER TILLY WEALTH MANAGEMENT, LLC held 0 EIX shares at 2025-12-31 per its 13F-HR filed 2026-01-08.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -3,767 shares
13F-HR 0001840565-26-000001 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 3,767 sharesChange vs previous 13F -602 shares
0.05% of the 13F portfolio, value $208,267.
13F-HR 0001840565-25-000007 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,369 sharesChange vs previous 13F -77 shares
0.08% of the 13F portfolio, value $225,426.
13F-HR 0001840565-25-000005 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,446 sharesChange vs previous 13F -118 shares
0.1% of the 13F portfolio, value $261,962.
13F-HR 0001840565-25-000002 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,564 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $364,422.
13F-HR 0001840565-25-000001 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).