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Disclosery

FOSTER & MOTLEY INC: EIX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOSTER & MOTLEY INC on EIX, newest first. How the timeline and the estimate are built.

FOSTER & MOTLEY INC held 42,686 EIX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,686 shares
    Change vs previous 13F +2,012 shares

    0.15% of the 13F portfolio, value $3,178,000.

    13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY INC
    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 40,674 shares
    Change vs previous 13F -4,379 shares

    0.15% of the 13F portfolio, value $2,977,000.

    13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY INC
    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 45,053 shares
    Change vs previous 13F -10,240 shares

    0.14% of the 13F portfolio, value $2,704,000.

    13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY INC
    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 55,293 shares
    Change vs previous 13F -10,763 shares

    0.16% of the 13F portfolio, value $3,057,000.

    13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY INC
    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 66,056 shares
    Change vs previous 13F -14,219 shares

    0.2% of the 13F portfolio, value $3,408,000.

    13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY INC
    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 80,275 shares
    Change vs previous 13F -11,416 shares

    0.3% of the 13F portfolio, value $4,730,000.

    13F-HR 0001163902-25-000005 filed by FOSTER & MOTLEY INC
    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 91,691 shares
    Change vs previous 13F -514 shares

    0.48% of the 13F portfolio, value $7,321,000.

    13F-HR 0001163902-25-000001 filed by FOSTER & MOTLEY INC
    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 92,205 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $8,030,000.

    13F-HR 0001163902-24-000009 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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