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Disclosery

Echo Wealth Management, LLC: GIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Echo Wealth Management, LLC on GIS, newest first. How the timeline and the estimate are built.

Echo Wealth Management, LLC held 46,275 GIS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,275 shares
    Change vs previous 13F +6,664 shares

    0.82% of the 13F portfolio, value $1,610,370.

    13F-HR 0001398344-26-012617 filed by Echo Wealth Management, 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 39,611 shares
    Change vs previous 13F +3,531 shares

    0.85% of the 13F portfolio, value $1,474,321.

    13F-HR 0001398344-26-006803 filed by Echo Wealth Management, 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 36,080 shares
    Change vs previous 13F +1,738 shares

    0.98% of the 13F portfolio, value $1,677,720.

    13F-HR 0001398344-26-001002 filed by Echo Wealth Management, 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 34,342 shares
    Change vs previous 13F +2,895 shares

    1.01% of the 13F portfolio, value $1,731,524.

    13F-HR 0001398344-25-019534 filed by Echo Wealth Management, 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 31,447 shares
    Change vs previous 13F +3,107 shares

    1% of the 13F portfolio, value $1,629,269.

    13F-HR 0001398344-25-013461 filed by Echo Wealth Management, 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 28,340 shares
    Change vs previous 13F -12,056 shares

    1.14% of the 13F portfolio, value $1,694,449.

    13F-HR 0001398344-25-007422 filed by Echo Wealth Management, 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 40,396 shares
    Change vs previous 13F +11,474 shares

    1.78% of the 13F portfolio, value $2,576,053.

    13F-HR 0001398344-25-000865 filed by Echo Wealth Management, 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 28,922 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $2,084,409.

    13F-HR 0001398344-24-019033 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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