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Carrera Capital Advisors: EPHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carrera Capital Advisors on EPHE, newest first. How the timeline and the estimate are built.

Carrera Capital Advisors held 125,882 EPHE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,882 shares
    Change vs previous 13F +4,256 shares

    0.45% of the 13F portfolio, value $3,041,313.

    13F-HR 0002035329-26-000004 filed by Carrera Capital Advisors
    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 121,626 shares
    Change vs previous 13F +16,964 shares

    0.47% of the 13F portfolio, value $3,019,974.

    13F-HR 0002035329-26-000002 filed by Carrera Capital Advisors
    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 104,662 shares
    Change vs previous 13F +4,726 shares

    0.44% of the 13F portfolio, value $2,608,174.

    13F-HR 0002035329-26-000001 filed by Carrera Capital Advisors
    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 99,936 shares
    Change vs previous 13F +9,897 shares

    0.45% of the 13F portfolio, value $2,482,409.

    13F-HR 0002035329-25-000007 filed by Carrera Capital Advisors
    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 90,039 shares
    Change vs previous 13F +7,544 shares

    0.49% of the 13F portfolio, value $2,441,865.

    13F-HR 0002035329-25-000004 filed by Carrera Capital Advisors
    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 82,495 shares
    Change vs previous 13F +3,279 shares

    0.46% of the 13F portfolio, value $2,087,132.

    13F-HR 0002035329-25-000002 filed by Carrera Capital Advisors
    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 79,216 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,982,767.

    13F-HR 0002035329-25-000001 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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