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Certus Wealth Management, LLC: EMXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certus Wealth Management, LLC on EMXC, newest first. How the timeline and the estimate are built.

Certus Wealth Management, LLC held 29,489 EMXC shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 29,489 shares
    Change vs previous 13F -1,618 shares

    1.19% of the 13F portfolio, value $1,990,802.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 31,107 shares
    Change vs previous 13F -28,754 shares

    1.26% of the 13F portfolio, value $1,964,096.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 59,861 shares
    Change vs previous 13F -9,662 shares

    2.4% of the 13F portfolio, value $3,540,180.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 69,523 shares
    Change vs previous 13F +5,358 shares

    2.65% of the 13F portfolio, value $3,962,811.

    13F-HR 0001765380-25-000072 filed by Certus 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 ended2024-09-30
    13F 64,165 shares
    Change vs previous 13F +8,446 shares

    2.73% of the 13F portfolio, value $3,921,123.

    13F-HR 0001765380-24-000435 filed by Certus 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 ended2024-06-30
    13F 55,719 shares
    Change vs previous 13F +21,012 shares

    2.51% of the 13F portfolio, value $3,298,565.

    13F-HR 0001765380-24-000261 filed by Certus 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 ended2024-03-31
    13F 34,707 shares
    Change vs previous 13F +16,063 shares

    1.59% of the 13F portfolio, value $2,002,594.

    13F-HR 0001765380-24-000188 filed by Certus 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 ended2023-12-31
    13F/A 18,644 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,033,064.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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