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Great Point Wealth Advisors, LLC: EZM position timeline

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

Great Point Wealth Advisors, LLC held 46,770 EZM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,770 shares
    Change vs previous 13F -2,087 shares

    0.57% of the 13F portfolio, value $3,544,404.

    13F-HR 0001760304-26-000005 filed by Great Point 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 48,857 shares
    Change vs previous 13F -895 shares

    0.61% of the 13F portfolio, value $3,284,178.

    13F-HR 0001760304-26-000004 filed by Great Point 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 49,752 shares
    Change vs previous 13F -8,030 shares

    0.61% of the 13F portfolio, value $3,323,439.

    13F-HR 0001760304-26-000002 filed by Great Point 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 ended2025-09-30
    13F 57,782 shares
    Change vs previous 13F -2,123 shares

    0.72% of the 13F portfolio, value $3,808,382.

    13F-HR 0001760304-25-000007 filed by Great Point 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 59,905 shares
    Change vs previous 13F -1,191 shares

    0.77% of the 13F portfolio, value $3,570,313.

    13F-HR 0001760304-25-000003 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 61,096 shares
    Change vs previous 13F -4,807 shares

    0.83% of the 13F portfolio, value $3,819,135.

    13F-HR 0001760304-25-000002 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 65,903 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $4,108,400.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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