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Empirical Asset Management, LLC: ET position timeline

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

Empirical Asset Management, LLC held 34,041 ET 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 34,041 shares
    Change vs previous 13F +6 shares

    0.15% of the 13F portfolio, value $650,868.

    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 34,035 shares
    Change vs previous 13F -12,279 shares

    0.17% of the 13F portfolio, value $656,882.

    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 46,314 shares
    Change vs previous 13F +6 shares

    0.16% of the 13F portfolio, value $573,426.

    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 46,308 shares
    Change vs previous 13F +12,292 shares

    0.17% of the 13F portfolio, value $596,109.

    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).

  5. period ended2025-06-30
    13F 34,016 shares
    Change vs previous 13F +6 shares

    0.19% of the 13F portfolio, value $616,709.

    13F-HR 0001951757-25-000983 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).

  6. period ended2025-03-31
    13F 34,010 shares
    Change vs previous 13F -2,431 shares

    0.22% of the 13F portfolio, value $632,244.

    13F-HR 0001951757-25-000538 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).

  7. period ended2024-12-31
    13F 36,441 shares
    Change vs previous 13F +6 shares

    0.24% of the 13F portfolio, value $713,873.

    13F-HR 0001951757-25-000026 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).

  8. period ended2024-09-30
    13F 36,435 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $584,777.

    13F-HR 0001951757-24-001012 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).