Skip to content
Disclosery

Edgemoor Investment Advisors, Inc.: BTZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edgemoor Investment Advisors, Inc. on BTZ, newest first. How the timeline and the estimate are built.

Edgemoor Investment Advisors, Inc. held 245,206 BTZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 245,206 shares
    Change vs previous 13F -12,597 shares

    0.17% of the 13F portfolio, value $2,506,005.

    13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, Inc.
    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 257,803 shares
    Change vs previous 13F -2,512 shares

    0.2% of the 13F portfolio, value $2,603,810.

    13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, Inc.
    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 260,315 shares
    Change vs previous 13F -5,938 shares

    0.22% of the 13F portfolio, value $2,819,211.

    13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, Inc.
    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 266,253 shares
    Change vs previous 13F -221 shares

    0.23% of the 13F portfolio, value $2,942,096.

    13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, Inc.
    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 266,474 shares
    Change vs previous 13F -2,021 shares

    0.25% of the 13F portfolio, value $2,909,896.

    13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, Inc.
    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 268,495 shares
    Change vs previous 13F -4,748 shares

    0.26% of the 13F portfolio, value $2,878,266.

    13F-HR 0001398344-25-008646 filed by Edgemoor Investment Advisors, Inc.
    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 273,243 shares
    Change vs previous 13F -7,779 shares

    0.25% of the 13F portfolio, value $2,858,130.

    13F-HR 0001398344-25-002339 filed by Edgemoor Investment Advisors, Inc.
    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 281,022 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,169,937.

    13F-HR 0001398344-24-020440 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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