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Conrad Siegel Investment Advisors, Inc.: EDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Conrad Siegel Investment Advisors, Inc. on EDV, newest first. How the timeline and the estimate are built.

Conrad Siegel Investment Advisors, Inc. held 21,685 EDV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,685 shares
    Change vs previous 13F +681 shares

    0.19% of the 13F portfolio, value $1,202,422.

    13F-HR 0001214659-26-012705 filed by Conrad Siegel Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,004 shares
    Change vs previous 13F -87,572 shares

    0.22% of the 13F portfolio, value $1,366,957.

    13F-HR 0001214659-26-008654 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 108,576 shares
    Change vs previous 13F -5,007 shares

    1.27% of the 13F portfolio, value $7,052,021.

    13F-HR 0001214659-26-004602 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 113,583 shares
    Change vs previous 13F +4,769 shares

    1.4% of the 13F portfolio, value $7,384,011.

    13F-HR 0001214659-26-000462 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 108,814 shares
    Change vs previous 13F +186 shares

    1.56% of the 13F portfolio, value $7,448,315.

    13F-HR 0001214659-25-015005 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 108,628 shares
    Change vs previous 13F -12,830 shares

    1.64% of the 13F portfolio, value $7,310,661.

    13F-HR 0001214659-25-010351 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 121,458 shares
    Change vs previous 13F +18,116 shares

    2.22% of the 13F portfolio, value $8,636,845.

    13F-HR 0001214659-25-005605 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 103,342 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $6,998,339.

    13F-HR 0001214659-25-000487 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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