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

Edmonds Duncan Registered Investment Advisors, LLC held 256,490 XEVVX 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 256,490 shares
    Change vs previous 13F +21,139 shares

    0.59% of the 13F portfolio, value $2,695,713.

    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 235,351 shares
    Change vs previous 13F -296 shares

    0.56% of the 13F portfolio, value $2,292,321.

    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 235,647 shares
    Change vs previous 13F +3,596 shares

    0.58% of the 13F portfolio, value $2,297,561.

    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 232,051 shares
    Change vs previous 13F +1,060 shares

    0.58% of the 13F portfolio, value $2,223,051.

    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 230,991 shares
    Change vs previous 13F +8,585 shares

    0.59% of the 13F portfolio, value $2,088,161.

    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 222,406 shares
    Change vs previous 13F +4,451 shares

    0.63% of the 13F portfolio, value $2,081,723.

    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 217,955 shares
    Change vs previous 13F -3,975 shares

    0.66% of the 13F portfolio, value $2,146,853.

    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 221,930 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,083,919.

    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).