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Emergent Wealth Advisors, LLC: PFF position timeline

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

Emergent Wealth Advisors, LLC held 14,090 PFF 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 14,090 shares
    Change vs previous 13F -560 shares

    0.22% of the 13F portfolio, value $415,647.

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

  2. period ended2026-06-30
    13F 14,650 shares
    Change vs previous 13F +125 shares

    0.23% of the 13F portfolio, value $446,686.

    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 14,525 shares
    Change vs previous 13F -61,197 shares

    0.26% of the 13F portfolio, value $440,398.

    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 75,722 shares
    Change vs previous 13F -27,213 shares

    1.32% of the 13F portfolio, value $2,344,354.

    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 102,935 shares
    Change vs previous 13F +9,284 shares

    1.9% of the 13F portfolio, value $3,271,067.

    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 93,651 shares
    Change vs previous 13F +4,375 shares

    1.92% of the 13F portfolio, value $3,003,572.

    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 89,276 shares
    Change vs previous 13F +33,170 shares

    1.99% of the 13F portfolio, value $2,743,464.

    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 56,106 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,763,984.

    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).