CapWealth Advisors, LLC: EHC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CapWealth Advisors, LLC on EHC, newest first. How the timeline and the estimate are built.
CapWealth Advisors, LLC held 1,934 EHC shares at 2026-09-30 per its 13F-HR filed 2026-10-05.
the latest 13F is the newest step
- period ended2026-09-3013F 1,934 sharesChange vs previous 13F +1,934 shares
0.02% of the 13F portfolio, value $234,962.
13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 0 sharesChange vs previous 13F -2,184 shares
13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 2,184 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $211,258.
13F-HR 0001531809-26-000004 filed by CapWealth Advisors, 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/A 2,184 sharesChange vs previous 13F -125 shares
0.02% of the 13F portfolio, value $231,810.
13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, 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/A 2,309 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $293,289.
13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, 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 2,309 sharesChange vs previous 13F -65 shares
0.03% of the 13F portfolio, value $283,153.
13F-HR 0001531809-25-000005 filed by CapWealth Advisors, 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 2,374 sharesChange vs previous 13F -306 shares
0.03% of the 13F portfolio, value $240,439.
13F-HR 0001531809-25-000002 filed by CapWealth Advisors, 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 2,680 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $247,498.
13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).