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Carrera Capital Advisors: EWM position timeline

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

Carrera Capital Advisors held 331,795 EWM 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 331,795 shares
    Change vs previous 13F +12,299 shares

    1.33% of the 13F portfolio, value $8,941,870.

    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 319,496 shares
    Change vs previous 13F +15,723 shares

    1.4% of the 13F portfolio, value $9,076,886.

    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 303,773 shares
    Change vs previous 13F +7,366 shares

    1.4% of the 13F portfolio, value $8,311,220.

    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 296,407 shares
    Change vs previous 13F +14,394 shares

    1.38% of the 13F portfolio, value $7,682,865.

    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 282,013 shares
    Change vs previous 13F +29,740 shares

    1.38% of the 13F portfolio, value $6,864,193.

    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 252,273 shares
    Change vs previous 13F +10,291 shares

    1.29% of the 13F portfolio, value $5,822,453.

    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 241,982 shares
    Change vs previous 13F +27,793 shares

    1.39% of the 13F portfolio, value $5,935,808.

    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).

  8. period ended2024-09-30
    13F 214,189 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $5,793,801.

    13F-HR 0002035329-24-000003 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).