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Disclosery

Money Design Co.,Ltd.: EPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Money Design Co.,Ltd. on EPI, newest first. How the timeline and the estimate are built.

Money Design Co.,Ltd. held 753,862 EPI shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 753,862 shares
    Change vs previous 13F +51,997 shares

    1.67% of the 13F portfolio, value $35,786,000.

    13F-HR 0001721608-25-000003 filed by Money Design Co.,Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 701,865 shares
    Change vs previous 13F +59,594 shares

    1.53% of the 13F portfolio, value $30,679,000.

    13F-HR 0001721608-25-000002 filed by Money Design Co.,Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 642,271 shares
    Change vs previous 13F +243,798 shares

    1.49% of the 13F portfolio, value $28,960,000.

    13F-HR 0001721608-25-000001 filed by Money Design Co.,Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 398,473 shares
    Change vs previous 13F +398,473 shares

    1% of the 13F portfolio, value $20,107,000.

    13F-HR 0001721608-24-000004 filed by Money Design Co.,Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -420,485 shares

    13F-HR 0001721608-24-000003 filed by Money Design Co.,Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-03-31
    13F 420,485 shares
    Change vs previous 13F +420,485 shares

    1% of the 13F portfolio, value $18,316,000.

    13F-HR 0001721608-24-000002 filed by Money Design Co.,Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -473,471 shares

    13F-HR 0001721608-24-000001 filed by Money Design Co.,Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2023-09-30
    13F 473,471 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $17,405,000.

    13F-HR 0001721608-23-000008 filed by Money Design Co.,Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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