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Disclosery

Cook Wealth, LLC: ERIE position timeline

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

Cook Wealth, LLC held 0 ERIE shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -12,724 shares

    13F-HR 0001910185-25-000004 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 12,724 shares
    Change vs previous 13F +2,000 shares

    2.17% of the 13F portfolio, value $4,467,778.

    13F-HR 0001910185-25-000003 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 10,724 shares
    Change vs previous 13F -130 shares

    1.9% of the 13F portfolio, value $4,049,597.

    13F-HR 0001951757-25-000123 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 10,854 shares
    Change vs previous 13F -295 shares

    2.46% of the 13F portfolio, value $4,886,796.

    13F-HR 0001951757-24-001170 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 11,149 shares
    Change vs previous 13F 0 shares

    2.34% of the 13F portfolio, value $4,320,349.

    13F-HR 0001951757-24-000587 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 11,149 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $4,291,696.

    13F-HR 0001951757-24-000444 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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