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FORM Wealth Advisors, LLC: EMB position timeline

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

FORM Wealth Advisors, LLC held 4,693 EMB shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,693 shares
    Change vs previous 13F -62,031 shares

    0.05% of the 13F portfolio, value $452,547.

    13F-HR 0002085853-26-000683 filed by FORM Wealth Advisors, 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 66,724 shares
    Change vs previous 13F +5,755 shares

    0.73% of the 13F portfolio, value $6,267,351.

    13F-HR 0002085853-26-000363 filed by FORM 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 ended2025-12-31
    13F 60,969 shares
    Change vs previous 13F -2,104 shares

    0.69% of the 13F portfolio, value $5,870,083.

    13F-HR 0002085853-26-000123 filed by FORM 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 ended2025-06-30
    13F 63,073 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $5,841,821.

    13F-HR 0001667731-25-000840 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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