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Englebert Financial Advisers, LLC: EDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Englebert Financial Advisers, LLC on EDV, newest first. How the timeline and the estimate are built.

Englebert Financial Advisers, LLC held 23,579 EDV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,579 shares
    Change vs previous 13F -3,402 shares

    1.52% of the 13F portfolio, value $1,534,521.

    13F-HR 0002097035-26-000005 filed by Englebert Financial Advisers, 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 26,981 shares
    Change vs previous 13F -469 shares

    1.99% of the 13F portfolio, value $1,752,416.

    13F-HR 0002097035-26-000004 filed by Englebert Financial Advisers, 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 27,450 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $1,784,525.

    13F-HR 0002097035-26-000003 filed by Englebert Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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