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Disclosery

M3 Advisory Group, LLC: EDF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Advisory Group, LLC on EDF, newest first. How the timeline and the estimate are built.

M3 Advisory Group, LLC held 16,219 EDF 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 16,219 shares
    Change vs previous 13F +377 shares

    0.05% of the 13F portfolio, value $90,502.

    13F-HR 0001951757-26-001045 filed by M3 Advisory Group, 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 15,842 shares
    Change vs previous 13F +742 shares

    0.05% of the 13F portfolio, value $75,727.

    13F-HR 0001951757-26-000697 filed by M3 Advisory Group, 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 15,100 shares
    Change vs previous 13F +362 shares

    0.05% of the 13F portfolio, value $75,045.

    13F-HR 0001951757-26-000209 filed by M3 Advisory Group, 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 14,738 shares
    Change vs previous 13F +532 shares

    0.05% of the 13F portfolio, value $74,429.

    13F-HR 0001951757-25-001363 filed by M3 Advisory Group, 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 14,206 shares
    Change vs previous 13F +523 shares

    0.05% of the 13F portfolio, value $71,740.

    13F-HR 0001951757-25-000967 filed by M3 Advisory Group, 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 13,683 shares
    Change vs previous 13F -2,747 shares

    0.05% of the 13F portfolio, value $69,234.

    13F-HR 0001951757-25-000419 filed by M3 Advisory Group, 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 16,430 shares
    Change vs previous 13F +604 shares

    0.06% of the 13F portfolio, value $77,220.

    13F-HR 0001951757-25-000083 filed by M3 Advisory Group, 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 15,826 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $82,929.

    13F-HR 0001951757-24-001062 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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