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EARNED WEALTH ADVISORS, LLC: USRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EARNED WEALTH ADVISORS, LLC on USRT, newest first. How the timeline and the estimate are built.

EARNED WEALTH ADVISORS, LLC held 194,590 USRT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 194,590 shares
    Change vs previous 13F +15,327 shares

    0.83% of the 13F portfolio, value $12,930,473.

    13F-HR 0001905663-26-000006 filed by EARNED WEALTH ADVISORS, 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 179,263 shares
    Change vs previous 13F +15,441 shares

    0.71% of the 13F portfolio, value $10,610,564.

    13F-HR 0001905663-26-000005 filed by EARNED WEALTH ADVISORS, 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/A 163,822 shares
    Change vs previous 13F +81,633 shares

    0.66% of the 13F portfolio, value $9,331,274.

    13F-HR/A 0001905663-26-000002 filed by EARNED WEALTH ADVISORS, 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 82,189 shares
    Change vs previous 13F +13,682 shares

    0.79% of the 13F portfolio, value $4,826,140.

    13F-HR 0001905663-25-000009 filed by EARNED WEALTH ADVISORS, 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 68,507 shares
    Change vs previous 13F +9,370 shares

    0.76% of the 13F portfolio, value $3,874,747.

    13F-HR 0001905663-25-000007 filed by EARNED WEALTH ADVISORS, 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 59,137 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,406,281.

    13F-HR 0001905663-25-000005 filed by EARNED WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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