CWC Advisors, LLC.: EDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWC Advisors, LLC. on EDV, newest first. How the timeline and the estimate are built.
CWC Advisors, LLC. held 6,084 EDV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 6,084 sharesChange vs previous 13F +570 shares
0.18% of the 13F portfolio, value $395,947.
13F-HR 0001941040-26-000433 filed by CWC Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,514 sharesChange vs previous 13F -425 shares
0.17% of the 13F portfolio, value $358,134.
13F-HR 0001941040-26-000223 filed by CWC Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,939 sharesChange vs previous 13F -77,773 shares
0.19% of the 13F portfolio, value $386,094.
13F-HR 0001941040-26-000043 filed by CWC Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 83,712 sharesChange vs previous 13F +1,366 shares
2.81% of the 13F portfolio, value $5,730,086.
13F-HR 0001941040-25-000544 filed by CWC Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 82,346 sharesChange vs previous 13F +1,858 shares
2.86% of the 13F portfolio, value $5,541,886.
13F-HR 0001941040-25-000345 filed by CWC Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 80,488 sharesChange vs previous 13F +64,188 shares
3.26% of the 13F portfolio, value $5,723,502.
13F-HR 0001941040-25-000232 filed by CWC Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,300 sharesChange vs previous 13F +2,234 shares
1.1% of the 13F portfolio, value $1,103,836.
13F-HR 0001520683-25-000001 filed by CWC Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,066 sharesChange vs previous 13F not available
1.11% of the 13F portfolio, value $1,120,779.
13F-HR 0001520683-24-000002 filed by CWC Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).