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ECLECTIC ASSOCIATES INC /ADV: LOAN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ECLECTIC ASSOCIATES INC /ADV on LOAN, newest first. How the timeline and the estimate are built.

ECLECTIC ASSOCIATES INC /ADV held 40,266 LOAN shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,266 shares
    Change vs previous 13F -1,710 shares

    <0.01% of the 13F portfolio, value $40,266.

    13F-HR 0001085146-26-000820 filed by ECLECTIC ASSOCIATES INC /ADV
    Accepted , ingested

  2. period ended2026-06-30
    13F 41,976 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $41,976.

    13F-HR 0000743482-26-000007 filed by ECLECTIC ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).