Skip to content

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

  1. period ended2026-06-30
    13F 49,000 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 49,000 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 59,180 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 59,180 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 52,180 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 52,180 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 37,500 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 37,500 shares
    Change 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), ingested

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