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Disclosery

LWM ADVISORS INC: EEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LWM ADVISORS INC on EEM, newest first. How the timeline and the estimate are built.

LWM ADVISORS INC held 100,482 EEM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 100,482 shares
    Change vs previous 13F -91 shares

    5.07% of the 13F portfolio, value $6,711,192.

    13F-HR 0002085853-26-001113 filed by LWM ADVISORS INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 100,573 shares
    Change vs previous 13F -3,297 shares

    5.13% of the 13F portfolio, value $6,880,197.

    13F-HR 0002085853-26-000680 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 103,870 shares
    Change vs previous 13F -2,450 shares

    5.12% of the 13F portfolio, value $5,898,780.

    13F-HR 0002085853-26-000343 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 106,320 shares
    Change vs previous 13F -1,196 shares

    5.12% of the 13F portfolio, value $5,816,773.

    13F-HR 0002085853-26-000024 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 107,516 shares
    Change vs previous 13F -594 shares

    5.16% of the 13F portfolio, value $5,741,355.

    13F-HR 0002085853-25-000014 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 108,110 shares
    Change vs previous 13F +11 shares

    5.02% of the 13F portfolio, value $5,215,233.

    13F-HR 0001667731-25-000739 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 108,099 shares
    Change vs previous 13F +1,274 shares

    4.99% of the 13F portfolio, value $4,854,724.

    13F-HR 0001667731-25-000622 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 106,825 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $4,467,422.

    13F-HR 0001667731-25-000618 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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