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Highland Financial Advisors, LLC: EAGG position timeline

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

Highland Financial Advisors, LLC held 7,806 EAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,806 shares
    Change vs previous 13F +273 shares

    0.08% of the 13F portfolio, value $370,082.

    13F-HR 0002063364-26-000184 filed by Highland Financial 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 7,533 shares
    Change vs previous 13F +861 shares

    0.09% of the 13F portfolio, value $358,194.

    13F-HR 0002063364-26-000113 filed by Highland Financial 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 6,672 shares
    Change vs previous 13F +768 shares

    0.09% of the 13F portfolio, value $319,255.

    13F-HR 0002063364-26-000024 filed by Highland Financial 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 5,904 shares
    Change vs previous 13F -10,912 shares

    0.08% of the 13F portfolio, value $283,569.

    13F-HR 0002063364-25-000254 filed by Highland Financial 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 ended2025-06-30
    13F 16,816 shares
    Change vs previous 13F +9,915 shares

    0.26% of the 13F portfolio, value $799,433.

    13F-HR 0002063364-25-000133 filed by Highland Financial 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 ended2025-03-31
    13F 6,901 shares
    Change vs previous 13F +512 shares

    0.12% of the 13F portfolio, value $327,659.

    13F-HR 0002063364-25-000011 filed by Highland Financial 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 ended2024-12-31
    13F 6,389 shares
    Change vs previous 13F +78 shares

    0.1% of the 13F portfolio, value $297,000.

    13F-HR 0001939237-25-000002 filed by Highland Financial Advisors, 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 6,311 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $307,000.

    13F-HR 0001939237-24-000012 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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