INSIGNEO ADVISORY SERVICES, LLC: EPP position timeline

INSIGNEO ADVISORY SERVICES, LLC held 11,382 EPP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 11,382 shares

   Change vs previous 13F +701 shares

   0.02% of the 13F portfolio, value $606,205.

   13F-HR 0001964958-26-000003 filed by INSIGNEO ADVISORY SERVICES, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 10,681 shares

   Change vs previous 13F +1,206 shares

   0.04% of the 13F portfolio, value $567,588.

   13F-HR 0001964958-26-000002 filed by INSIGNEO ADVISORY SERVICES, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 9,475 shares

   Change vs previous 13F +5,009 shares

   0.03% of the 13F portfolio, value $478,203.

   13F-HR 0001964958-26-000001 filed by INSIGNEO ADVISORY SERVICES, LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,466 shares

   Change vs previous 13F -302 shares

   0.02% of the 13F portfolio, value $230,267.

   13F-HR 0001964958-25-000009 filed by INSIGNEO ADVISORY SERVICES, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,768 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $235,396.

   13F-HR 0001964958-25-000004 filed by INSIGNEO ADVISORY SERVICES, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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