Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: EGP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management on EGP, newest first. How the timeline and the estimate are built.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 5,541 EGP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 5,541 sharesChange vs previous 13F +1,617 shares
0.02% of the 13F portfolio, value $1,122,220.
13F-HR 0001085146-26-000512 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,924 sharesChange vs previous 13F +1,634 shares
0.01% of the 13F portfolio, value $726,294.
13F-HR 0001085146-26-000381 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,290 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $407,941.
13F-HR 0001085146-26-000089 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).