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Emergent Wealth Advisors, LLC: EAGG position timeline

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

Emergent Wealth Advisors, LLC held 8,767 EAGG 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 8,767 shares
    Change vs previous 13F +270 shares

    0.21% of the 13F portfolio, value $396,707.

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

  2. period ended2026-06-30
    13F 8,497 shares
    Change vs previous 13F -284 shares

    0.21% of the 13F portfolio, value $402,843.

    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 8,781 shares
    Change vs previous 13F +3,452 shares

    0.25% of the 13F portfolio, value $417,524.

    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 5,329 shares
    Change vs previous 13F -11 shares

    0.14% of the 13F portfolio, value $254,972.

    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 5,340 shares
    Change vs previous 13F +127 shares

    0.15% of the 13F portfolio, value $256,477.

    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 5,213 shares
    Change vs previous 13F +298 shares

    0.16% of the 13F portfolio, value $247,832.

    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 4,915 shares
    Change vs previous 13F +31 shares

    0.17% of the 13F portfolio, value $233,353.

    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 4,884 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $226,825.

    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).