BigSur Wealth Management LLC: EWG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BigSur Wealth Management LLC on EWG, newest first. How the timeline and the estimate are built.
BigSur Wealth Management LLC held 49,000 EWG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 49,000 sharesChange vs previous 13F 0 shares
0.49% of the 13F portfolio, value $2,027,130.
13F-HR 0001398344-26-012137 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 49,000 sharesChange vs previous 13F -10,180 shares
0.55% of the 13F portfolio, value $1,943,830.
13F-HR 0001398344-26-006828 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 59,180 sharesChange vs previous 13F 0 shares
0.61% of the 13F portfolio, value $2,515,150.
13F-HR 0001398344-26-001298 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 59,180 sharesChange vs previous 13F +7,000 shares
0.6% of the 13F portfolio, value $2,462,480.
13F-HR 0001398344-25-019122 filed by BigSur 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 52,180 sharesChange vs previous 13F 0 shares
0.56% of the 13F portfolio, value $2,207,736.
13F-HR 0001398344-25-013158 filed by BigSur 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 52,180 sharesChange vs previous 13F +14,680 shares
0.52% of the 13F portfolio, value $1,934,834.
13F-HR 0001398344-25-007207 filed by BigSur 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 37,500 sharesChange vs previous 13F 0 shares
0.34% of the 13F portfolio, value $1,193,250.
13F-HR 0001398344-25-000735 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 37,500 sharesChange vs previous 13F not available
0.35% of the 13F portfolio, value $1,269,000.
13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).