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Disclosery

Goodwin Investment Advisory: EQWL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goodwin Investment Advisory on EQWL, newest first. How the timeline and the estimate are built.

Goodwin Investment Advisory held 10,829 EQWL shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,829 shares
    Change vs previous 13F +1,685 shares

    2.81% of the 13F portfolio, value $1,397,206.

    13F-HR 0001420506-26-001870 filed by Goodwin Investment Advisory
    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 9,144 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $1,053,755.

    13F-HR 0001420506-26-000952 filed by Goodwin Investment Advisory
    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 9,144 shares
    Change vs previous 13F 0 shares

    1.19% of the 13F portfolio, value $1,080,455.

    13F-HR 0001420506-26-000229 filed by Goodwin Investment Advisory
    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 9,144 shares
    Change vs previous 13F -2,714 shares

    1.12% of the 13F portfolio, value $1,048,634.

    13F-HR 0001420506-25-002989 filed by Goodwin Investment Advisory
    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 11,858 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $1,304,025.

    13F-HR 0001420506-25-001985 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

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