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Disclosery

Drake & Associates, LLC: EDIV position timeline

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

Drake & Associates, LLC held 402,997 EDIV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 402,997 shares
    Change vs previous 13F +41,311 shares

    2.78% of the 13F portfolio, value $16,505,734.

    13F-HR 0001935795-26-000003 filed by Drake & 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 361,686 shares
    Change vs previous 13F +50,961 shares

    2.72% of the 13F portfolio, value $14,279,349.

    13F-HR 0001935795-26-000002 filed by Drake & 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 310,725 shares
    Change vs previous 13F +34,729 shares

    2.42% of the 13F portfolio, value $12,164,865.

    13F-HR 0001935795-26-000001 filed by Drake & Associates, 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 275,996 shares
    Change vs previous 13F +37,255 shares

    2.24% of the 13F portfolio, value $10,689,327.

    13F-HR 0001935795-25-000008 filed by Drake & Associates, 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 238,741 shares
    Change vs previous 13F +9,534 shares

    2.23% of the 13F portfolio, value $9,100,817.

    13F-HR 0001935795-25-000003 filed by Drake & Associates, 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 229,207 shares
    Change vs previous 13F +5,956 shares

    2.3% of the 13F portfolio, value $8,182,687.

    13F-HR 0001935795-25-000002 filed by Drake & Associates, 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 223,251 shares
    Change vs previous 13F +26,406 shares

    2.25% of the 13F portfolio, value $7,918,720.

    13F-HR 0001935795-25-000001 filed by Drake & Associates, 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 196,845 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $7,415,138.

    13F-HR 0001935795-24-000004 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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