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Disclosery

DAVENPORT & Co LLC: EZM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVENPORT & Co LLC on EZM, newest first. How the timeline and the estimate are built.

DAVENPORT & Co LLC held 889,118 EZM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 889,118 shares
    Change vs previous 13F +166,225 shares

    0.34% of the 13F portfolio, value $67,380,570.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co LLC
    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 722,893 shares
    Change vs previous 13F +103,243 shares

    0.27% of the 13F portfolio, value $48,592,899.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 619,650 shares
    Change vs previous 13F +52,338 shares

    0.22% of the 13F portfolio, value $41,392,622.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co LLC
    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 567,312 shares
    Change vs previous 13F -99,140 shares

    0.2% of the 13F portfolio, value $37,391,519.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co LLC
    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 666,452 shares
    Change vs previous 13F +70,318 shares

    0.23% of the 13F portfolio, value $41,166,715.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co LLC
    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 596,134 shares
    Change vs previous 13F +46,726 shares

    0.21% of the 13F portfolio, value $35,529,578.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 549,408 shares
    Change vs previous 13F +33,220 shares

    0.2% of the 13F portfolio, value $34,343,500.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co LLC
    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 516,188 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $32,179,184.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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