Skip to content
Disclosery

Echo Wealth Management, LLC: PRF position timeline

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

Echo Wealth Management, LLC held 10,087 PRF 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 10,087 shares
    Change vs previous 13F -351 shares

    0.28% of the 13F portfolio, value $545,001.

    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 10,438 shares
    Change vs previous 13F -1,833 shares

    0.29% of the 13F portfolio, value $496,118.

    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 12,271 shares
    Change vs previous 13F -105 shares

    0.34% of the 13F portfolio, value $575,755.

    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 12,376 shares
    Change vs previous 13F -315 shares

    0.33% of the 13F portfolio, value $559,519.

    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 12,691 shares
    Change vs previous 13F -2,210 shares

    0.33% of the 13F portfolio, value $536,449.

    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 14,901 shares
    Change vs previous 13F -22 shares

    0.41% of the 13F portfolio, value $602,149.

    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 14,923 shares
    Change vs previous 13F -2 shares

    0.42% of the 13F portfolio, value $601,994.

    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 14,925 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $606,403.

    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).