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Kaufman Rossin Wealth, LLC: EIX position timeline

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

Kaufman Rossin Wealth, LLC held 6,539 EIX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,539 shares
    Change vs previous 13F -1,696 shares

    0.23% of the 13F portfolio, value $488,071.

    13F-HR 0001725547-26-000232 filed by Kaufman Rossin Wealth, 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 8,235 shares
    Change vs previous 13F -1,790 shares

    0.35% of the 13F portfolio, value $602,637.

    13F-HR 0001725547-26-000143 filed by Kaufman Rossin Wealth, 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 10,025 shares
    Change vs previous 13F +3,388 shares

    0.31% of the 13F portfolio, value $601,701.

    13F-HR 0001725547-26-000021 filed by Kaufman Rossin Wealth, 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 6,637 shares
    Change vs previous 13F -3,591 shares

    0.2% of the 13F portfolio, value $366,893.

    13F-HR 0001725547-25-004113 filed by Kaufman Rossin Wealth, 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 10,228 shares
    Change vs previous 13F +3,875 shares

    0.33% of the 13F portfolio, value $527,765.

    13F-HR 0001725547-25-003408 filed by Kaufman Rossin Wealth, 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 6,353 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $374,319.

    13F-HR 0001725547-25-002245 filed by Kaufman Rossin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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