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Edmonds Duncan Registered Investment Advisors, LLC: SRLN 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 SRLN, newest first. How the timeline and the estimate are built.

Edmonds Duncan Registered Investment Advisors, LLC held 5,284 SRLN 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 5,284 shares
    Change vs previous 13F -2,053 shares

    0.05% of the 13F portfolio, value $220,664.

    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 7,337 shares
    Change vs previous 13F -3,747 shares

    0.07% of the 13F portfolio, value $306,691.

    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 11,084 shares
    Change vs previous 13F -1,466 shares

    0.12% of the 13F portfolio, value $466,751.

    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 12,550 shares
    Change vs previous 13F -2,188 shares

    0.14% of the 13F portfolio, value $526,184.

    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 14,738 shares
    Change vs previous 13F -700 shares

    0.17% of the 13F portfolio, value $617,968.

    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 15,438 shares
    Change vs previous 13F -940 shares

    0.19% of the 13F portfolio, value $646,393.

    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 16,378 shares
    Change vs previous 13F +3,771 shares

    0.21% of the 13F portfolio, value $679,023.

    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 12,607 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $515,618.

    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).