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Forthright Family Wealth Advisory LLC: EMXC position timeline

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

Forthright Family Wealth Advisory LLC held 95,513 EMXC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,513 shares
    Change vs previous 13F +73,988 shares

    5.53% of the 13F portfolio, value $9,770,987.

    13F-HR 0002008648-26-000003 filed by Forthright Family Wealth Advisory 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 21,525 shares
    Change vs previous 13F -79,829 shares

    0.83% of the 13F portfolio, value $1,239,194.

    13F-HR 0002008648-26-000002 filed by Forthright Family Wealth Advisory 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 101,354 shares
    Change vs previous 13F +2,926 shares

    4.63% of the 13F portfolio, value $7,366,409.

    13F-HR 0002008648-26-000001 filed by Forthright Family Wealth Advisory 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 98,428 shares
    Change vs previous 13F +31,089 shares

    4.08% of the 13F portfolio, value $6,644,874.

    13F-HR 0002008648-25-000005 filed by Forthright Family Wealth Advisory 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 67,339 shares
    Change vs previous 13F -5,840 shares

    2.69% of the 13F portfolio, value $4,251,784.

    13F-HR 0002008648-25-000003 filed by Forthright Family Wealth Advisory 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 73,179 shares
    Change vs previous 13F +1,402 shares

    2.66% of the 13F portfolio, value $4,031,431.

    13F-HR 0002008648-25-000002 filed by Forthright Family Wealth Advisory 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 71,777 shares
    Change vs previous 13F +26,167 shares

    2.59% of the 13F portfolio, value $3,980,035.

    13F-HR 0002008648-25-000001 filed by Forthright Family Wealth Advisory 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 45,610 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $2,669,097.

    13F-HR 0002008648-24-000004 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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