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Emergent Wealth Advisors, LLC: BBUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Emergent Wealth Advisors, LLC on BBUS, newest first. How the timeline and the estimate are built.

Emergent Wealth Advisors, LLC held 19,411 BBUS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,411 shares
    Change vs previous 13F -287 shares

    1.4% of the 13F portfolio, value $2,670,565.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,698 shares
    Change vs previous 13F -76 shares

    1.38% of the 13F portfolio, value $2,653,715.

    13F-HR 0001754960-26-000491 filed by Emergent Wealth 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 ended2026-03-31
    13F 19,774 shares
    Change vs previous 13F +13,776 shares

    1.37% of the 13F portfolio, value $2,317,117.

    13F-HR 0001754960-26-000207 filed by Emergent Wealth 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 ended2025-12-31
    13F 5,998 shares
    Change vs previous 13F -330 shares

    0.42% of the 13F portfolio, value $739,613.

    13F-HR 0001754960-26-000055 filed by Emergent Wealth 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 ended2025-09-30
    13F 6,328 shares
    Change vs previous 13F +78 shares

    0.44% of the 13F portfolio, value $763,536.

    13F-HR 0001754960-25-000736 filed by Emergent Wealth 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 ended2025-06-30
    13F 6,250 shares
    Change vs previous 13F +139 shares

    0.45% of the 13F portfolio, value $699,500.

    13F-HR 0001754960-25-000735 filed by Emergent Wealth 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 ended2025-03-31
    13F 6,111 shares
    Change vs previous 13F +821 shares

    0.45% of the 13F portfolio, value $616,539.

    13F-HR 0001754960-25-000734 filed by Emergent Wealth 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 ended2024-12-31
    13F 5,290 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $560,317.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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