Skip to content
Disclosery

Dougherty & Associates, LLC: ED position timeline

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

Dougherty & Associates, LLC held 20,312 ED shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,312 shares
    Change vs previous 13F +381 shares

    1.8% of the 13F portfolio, value $2,247,142.

    13F-HR 0002109295-26-000005 filed by Dougherty & Associates, 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 19,931 shares
    Change vs previous 13F +147 shares

    2.07% of the 13F portfolio, value $2,255,805.

    13F-HR 0002109295-26-000004 filed by Dougherty & Associates, 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 19,784 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $1,964,985.

    13F-HR 0002109295-26-000003 filed by Dougherty & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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