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EAGLE HARBOR ASSET MANAGEMENT INC /ADV: EPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EAGLE HARBOR ASSET MANAGEMENT INC /ADV on EPI, newest first. How the timeline and the estimate are built.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV held 6,313 EPI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,313 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $270,070.

    13F-HR 0001754960-26-000753 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 6,313 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $257,570.

    13F-HR 0001754960-26-000752 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 6,313 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $292,229.

    13F-HR 0001754960-26-000751 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 6,313 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $279,035.

    13F-HR 0001754960-26-000750 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 6,313 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $299,678.

    13F-HR 0001754960-26-000749 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 6,313 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $275,941.

    13F-HR 0001754960-26-000748 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 6,313 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $285,790.

    13F-HR 0001754960-26-000745 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 6,313 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $318,554.

    13F-HR 0001754960-26-000744 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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