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BCWM, LLC: EDV position timeline

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

BCWM, LLC held 8,397 EDV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,397 shares
    Change vs previous 13F +455 shares

    0.16% of the 13F portfolio, value $546,495.

    13F-HR 0001542165-26-000003 filed by BCWM, 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 7,942 shares
    Change vs previous 13F +17 shares

    0.15% of the 13F portfolio, value $515,832.

    13F-HR 0001542165-26-000002 filed by BCWM, 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 7,925 shares
    Change vs previous 13F -214 shares

    0.15% of the 13F portfolio, value $515,203.

    13F-HR 0001542165-26-000001 filed by BCWM, 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 8,139 shares
    Change vs previous 13F -2,024 shares

    0.17% of the 13F portfolio, value $557,089.

    13F-HR 0001542165-25-000005 filed by BCWM, 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 10,163 shares
    Change vs previous 13F -7,733 shares

    0.22% of the 13F portfolio, value $684,003.

    13F-HR 0001542165-25-000003 filed by BCWM, 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 17,896 shares
    Change vs previous 13F +2,820 shares

    0.44% of the 13F portfolio, value $1,272,589.

    13F-HR 0001542165-25-000002 filed by BCWM, 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 15,076 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,020,951.

    13F-HR 0001542165-25-000001 filed by BCWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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