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Edmonds Duncan Registered Investment Advisors, LLC: SPYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edmonds Duncan Registered Investment Advisors, LLC on SPYV, newest first. How the timeline and the estimate are built.

Edmonds Duncan Registered Investment Advisors, LLC held 603,545 SPYV shares at 2024-09-30 per its 13F-HR filed 2024-11-13.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 603,545 shares
    Change vs previous 13F +41,623 shares

    6.99% of the 13F portfolio, value $31,903,366.

    13F-HR 0001668155-24-000004 filed by Edmonds Duncan Registered Investment 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 ended2024-06-30
    13F 561,922 shares
    Change vs previous 13F -28,598 shares

    6.68% of the 13F portfolio, value $27,388,061.

    13F-HR 0001668155-24-000003 filed by Edmonds Duncan Registered Investment 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 ended2024-03-31
    13F 590,520 shares
    Change vs previous 13F +4,372 shares

    7.42% of the 13F portfolio, value $29,585,067.

    13F-HR 0001668155-24-000002 filed by Edmonds Duncan Registered Investment 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 ended2023-12-31
    13F 586,148 shares
    Change vs previous 13F +38,914 shares

    7.1% of the 13F portfolio, value $27,332,100.

    13F-HR 0001668155-24-000001 filed by Edmonds Duncan Registered Investment 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 ended2023-09-30
    13F 547,234 shares
    Change vs previous 13F +1,789 shares

    6.34% of the 13F portfolio, value $22,578,878.

    13F-HR 0001668155-23-000004 filed by Edmonds Duncan Registered Investment 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 ended2023-06-30
    13F 545,445 shares
    Change vs previous 13F +9,447 shares

    7.08% of the 13F portfolio, value $23,563,218.

    13F-HR 0001668155-23-000003 filed by Edmonds Duncan Registered Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 535,998 shares
    Change vs previous 13F -999 shares

    6.76% of the 13F portfolio, value $21,825,833.

    13F-HR 0001668155-23-000002 filed by Edmonds Duncan Registered Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 536,997 shares
    Change vs previous 13F not available

    6.81% of the 13F portfolio, value $20,883,832.

    13F-HR 0001668155-23-000001 filed by Edmonds Duncan Registered Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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