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Disclosery

LWM Advisory Services, LLC: EELV position timeline

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

LWM Advisory Services, LLC held 28,511 EELV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,511 shares
    Change vs previous 13F -97,147 shares

    1.41% of the 13F portfolio, value $792,600.

    13F-HR 0001420506-26-001367 filed by LWM Advisory Services, 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 125,658 shares
    Change vs previous 13F -252,172 shares

    3.77% of the 13F portfolio, value $3,528,469.

    13F-HR 0001420506-26-000765 filed by LWM Advisory Services, 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 377,830 shares
    Change vs previous 13F +7,917 shares

    6.07% of the 13F portfolio, value $10,363,870.

    13F-HR 0001420506-26-000307 filed by LWM Advisory Services, 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 369,913 shares
    Change vs previous 13F -23,617 shares

    5.74% of the 13F portfolio, value $9,845,959.

    13F-HR 0001420506-25-003490 filed by LWM Advisory Services, 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 393,530 shares
    Change vs previous 13F +38,368 shares

    7.09% of the 13F portfolio, value $10,279,009.

    13F-HR 0001420506-25-002140 filed by LWM Advisory Services, 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 355,162 shares
    Change vs previous 13F +17,384 shares

    5.99% of the 13F portfolio, value $8,624,174.

    13F-HR 0001420506-25-001019 filed by LWM Advisory Services, 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 337,778 shares
    Change vs previous 13F +6,732 shares

    5.5% of the 13F portfolio, value $7,907,389.

    13F-HR 0001420506-25-000111 filed by LWM Advisory Services, 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 331,046 shares
    Change vs previous 13F not available

    6.4% of the 13F portfolio, value $8,636,981.

    13F-HR 0001420506-24-002370 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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