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

Edmonds Duncan Registered Investment Advisors, LLC held 87,997 XNEAX 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 87,997 shares
    Change vs previous 13F +1,285 shares

    0.23% of the 13F portfolio, value $1,053,324.

    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 86,712 shares
    Change vs previous 13F -2,015 shares

    0.24% of the 13F portfolio, value $993,720.

    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 88,727 shares
    Change vs previous 13F +1,550 shares

    0.25% of the 13F portfolio, value $982,208.

    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 87,177 shares
    Change vs previous 13F +3,663 shares

    0.25% of the 13F portfolio, value $958,947.

    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 83,514 shares
    Change vs previous 13F +873 shares

    0.23% of the 13F portfolio, value $808,416.

    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 82,641 shares
    Change vs previous 13F +6,195 shares

    0.27% of the 13F portfolio, value $903,266.

    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 76,446 shares
    Change vs previous 13F +1,122 shares

    0.26% of the 13F portfolio, value $850,080.

    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 75,324 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $856,434.

    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).