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Martel Wealth Advisors LLC: EMB position timeline

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

Martel Wealth Advisors LLC held 23,372 EMB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,372 shares
    Change vs previous 13F +320 shares

    0.35% of the 13F portfolio, value $2,253,996.

    13F-HR 0001214659-26-008472 filed by Martel Wealth Advisors 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 23,052 shares
    Change vs previous 13F +305 shares

    0.37% of the 13F portfolio, value $2,165,274.

    13F-HR 0001214659-26-005396 filed by Martel Wealth Advisors 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 22,747 shares
    Change vs previous 13F -129 shares

    0.37% of the 13F portfolio, value $2,190,081.

    13F-HR 0001214659-26-000683 filed by Martel Wealth Advisors 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 22,876 shares
    Change vs previous 13F -96 shares

    0.38% of the 13F portfolio, value $2,177,566.

    13F-HR 0001214659-25-014927 filed by Martel Wealth Advisors 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 22,972 shares
    Change vs previous 13F -409 shares

    0.39% of the 13F portfolio, value $2,127,667.

    13F-HR 0001214659-25-010550 filed by Martel Wealth Advisors 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 23,381 shares
    Change vs previous 13F +810 shares

    0.42% of the 13F portfolio, value $2,118,085.

    13F-HR 0001214659-25-005989 filed by Martel Wealth Advisors 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 22,571 shares
    Change vs previous 13F +321 shares

    0.39% of the 13F portfolio, value $2,009,722.

    13F-HR 0001214659-25-000821 filed by Martel Wealth Advisors 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 22,250 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,058,348.

    13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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