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Disclosery

LPWM LLC: EELV position timeline

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

LPWM LLC held 9,918 EELV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,918 shares
    Change vs previous 13F -1,609 shares

    0.06% of the 13F portfolio, value $275,720.

    13F-HR 0001951757-26-001044 filed by LPWM 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 11,527 shares
    Change vs previous 13F -167,603 shares

    0.08% of the 13F portfolio, value $323,678.

    13F-HR 0001951757-26-000557 filed by LPWM 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 179,130 shares
    Change vs previous 13F +2,677 shares

    1.24% of the 13F portfolio, value $4,913,536.

    13F-HR 0001951757-26-000010 filed by LPWM 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 176,453 shares
    Change vs previous 13F +3,338 shares

    1.25% of the 13F portfolio, value $4,696,650.

    13F-HR 0001951757-25-001174 filed by LPWM 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 173,115 shares
    Change vs previous 13F -6,809 shares

    1.32% of the 13F portfolio, value $4,521,764.

    13F-HR 0001951757-25-000587 filed by LPWM 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 179,924 shares
    Change vs previous 13F +13,063 shares

    1.41% of the 13F portfolio, value $4,368,986.

    13F-HR 0001951757-25-000345 filed by LPWM 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 166,861 shares
    Change vs previous 13F +28,525 shares

    1.25% of the 13F portfolio, value $3,906,216.

    13F-HR 0001951757-25-000018 filed by LPWM 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 138,336 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $3,530,335.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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