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FORM Wealth Advisors, LLC: EMXC position timeline

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

FORM Wealth Advisors, LLC held 40,309 EMXC 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 40,309 shares
    Change vs previous 13F -119,069 shares

    0.45% of the 13F portfolio, value $4,123,655.

    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 159,378 shares
    Change vs previous 13F -224,801 shares

    1.47% of the 13F portfolio, value $12,536,692.

    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 384,179 shares
    Change vs previous 13F -25,991 shares

    3.27% of the 13F portfolio, value $27,922,127.

    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 410,170 shares
    Change vs previous 13F +5,878 shares

    3.13% of the 13F portfolio, value $25,898,124.

    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).

  5. period ended2025-03-31
    13F 404,292 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $22,272,449.

    13F-HR 0001667731-25-000490 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).