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Emergent Wealth Advisors, LLC: BOND position timeline

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

Emergent Wealth Advisors, LLC held 30,173 BOND 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 30,173 shares
    Change vs previous 13F -204 shares

    1.37% of the 13F portfolio, value $2,624,721.

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

  2. period ended2026-06-30
    13F 30,377 shares
    Change vs previous 13F +438 shares

    1.46% of the 13F portfolio, value $2,801,032.

    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 29,939 shares
    Change vs previous 13F -26,133 shares

    1.63% of the 13F portfolio, value $2,762,789.

    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 56,072 shares
    Change vs previous 13F -10,115 shares

    2.94% of the 13F portfolio, value $5,219,172.

    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 66,187 shares
    Change vs previous 13F +5,020 shares

    3.59% of the 13F portfolio, value $6,197,239.

    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 61,167 shares
    Change vs previous 13F +2,014 shares

    3.72% of the 13F portfolio, value $5,818,213.

    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 59,153 shares
    Change vs previous 13F +30,636 shares

    3.96% of the 13F portfolio, value $5,469,895.

    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 28,517 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $2,578,505.

    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).