Skip to content
Disclosery

Emergent Wealth Advisors, LLC: XVV position timeline

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

Emergent Wealth Advisors, LLC held 11,627 XVV 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 11,627 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $677,854.

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

  2. period ended2026-06-30
    13F 11,627 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $660,297.

    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 11,627 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $572,281.

    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 11,627 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $612,743.

    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 11,627 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $599,037.

    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 11,627 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $554,478.

    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 11,627 shares
    Change vs previous 13F -680 shares

    0.36% of the 13F portfolio, value $497,434.

    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 12,307 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $557,498.

    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).