Bernardo Wealth Planning LLC: ETHE position timeline

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

Bernardo Wealth Planning LLC held 0 ETHE shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

period ended2025-12-31
13F 0 shares
Change vs previous 13F -6,100 shares
13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning LLC
Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-09-30
13F 6,100 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $209,047.
13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning LLC
Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).