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Michels Family Financial, LLC: EIX position timeline

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

Michels Family Financial, LLC held 15,800 EIX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,800 shares
    Change vs previous 13F +241 shares

    0.75% of the 13F portfolio, value $1,176,337.

    13F-HR 0001214659-26-010286 filed by Michels Family Financial, 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 15,559 shares
    Change vs previous 13F -36 shares

    0.82% of the 13F portfolio, value $1,138,622.

    13F-HR 0001214659-26-005035 filed by Michels Family Financial, 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 15,595 shares
    Change vs previous 13F +378 shares

    0.69% of the 13F portfolio, value $936,011.

    13F-HR 0001214659-26-002176 filed by Michels Family Financial, 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 15,217 shares
    Change vs previous 13F +231 shares

    0.66% of the 13F portfolio, value $841,188.

    13F-HR 0001214659-25-016133 filed by Michels Family Financial, 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 14,986 shares
    Change vs previous 13F +358 shares

    0.66% of the 13F portfolio, value $773,270.

    13F-HR 0001214659-25-010478 filed by Michels Family Financial, 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 14,628 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $861,878.

    13F-HR 0001214659-25-007892 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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