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Emergent Wealth Advisors, LLC: IEMG position timeline

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

Emergent Wealth Advisors, LLC held 101,325 IEMG 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 101,325 shares
    Change vs previous 13F -13,646 shares

    4.3% of the 13F portfolio, value $8,223,560.

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

  2. period ended2026-06-30
    13F 114,971 shares
    Change vs previous 13F +3,404 shares

    4.88% of the 13F portfolio, value $9,388,066.

    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 111,567 shares
    Change vs previous 13F +24,389 shares

    4.6% of the 13F portfolio, value $7,781,825.

    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 87,178 shares
    Change vs previous 13F +6,269 shares

    3.3% of the 13F portfolio, value $5,860,131.

    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 80,909 shares
    Change vs previous 13F +4,559 shares

    3.09% of the 13F portfolio, value $5,338,478.

    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 76,350 shares
    Change vs previous 13F +3,302 shares

    2.96% of the 13F portfolio, value $4,642,583.

    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 73,048 shares
    Change vs previous 13F -2,636 shares

    2.86% of the 13F portfolio, value $3,942,406.

    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 75,684 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $3,952,206.

    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).