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Empirical Asset Management, LLC: CTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empirical Asset Management, LLC on CTA, newest first. How the timeline and the estimate are built.

Empirical Asset Management, LLC held 92,415 CTA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,415 shares
    Change vs previous 13F +12,758 shares

    0.54% of the 13F portfolio, value $2,397,251.

    13F-HR 0001951757-26-001200 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 79,657 shares
    Change vs previous 13F +3,681 shares

    0.64% of the 13F portfolio, value $2,407,249.

    13F-HR 0001951757-26-000815 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 75,976 shares
    Change vs previous 13F +18,252 shares

    0.58% of the 13F portfolio, value $2,071,111.

    13F-HR 0001951757-26-000393 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 57,724 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,614,530.

    13F-HR 0001951757-25-001374 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).