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Emergent Wealth Advisors, LLC: SPUS position timeline

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

Emergent Wealth Advisors, LLC held 7,121 SPUS 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 7,121 shares
    Change vs previous 13F -70 shares

    0.22% of the 13F portfolio, value $423,984.

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

  2. period ended2026-06-30
    13F 7,191 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $413,483.

    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 7,191 shares
    Change vs previous 13F +748 shares

    0.2% of the 13F portfolio, value $346,319.

    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 6,443 shares
    Change vs previous 13F -796 shares

    0.19% of the 13F portfolio, value $329,044.

    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 7,239 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $357,679.

    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 7,239 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $321,122.

    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 7,239 shares
    Change vs previous 13F +228 shares

    0.2% of the 13F portfolio, value $281,887.

    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 7,011 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $300,982.

    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).