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Disclosery

Bernard Wealth Management Corp.: EQAL position timeline

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

Bernard Wealth Management Corp. held 0 EQAL shares at 2025-03-31 per its 13F-HR filed 2025-04-16.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,964 shares

    13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F/A 2,964 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $143,162.

    13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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