Monterey Private Wealth, Inc.: EMXC position timeline

Monterey Private Wealth, Inc. held 124,363 EMXC shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 124,363 shares

   Change vs previous 13F +2,157 shares

   2.02% of the 13F portfolio, value $6,851,155.

   13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

2. period ended2024-12-31

   13F 122,206 shares

   Change vs previous 13F +5,842 shares

   2.23% of the 13F portfolio, value $6,776,309.

   13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

3. period ended2024-09-30

   13F 116,364 shares

   Change vs previous 13F -294 shares

   2.42% of the 13F portfolio, value $7,110,975.

   13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
   Filed 2024-10-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 116,658 shares

   Change vs previous 13F +8,837 shares

   2.58% of the 13F portfolio, value $6,906,125.

   13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
   Filed 2024-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 107,821 shares

   Change vs previous 13F not available

   2.49% of the 13F portfolio, value $6,207,255.

   13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
   Filed 2024-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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