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Disclosery

Monterey Private Wealth, Inc.: ERTH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monterey Private Wealth, Inc. on ERTH, newest first. How the timeline and the estimate are built.

Monterey Private Wealth, Inc. held 0 ERTH shares at 2024-03-31 per its 13F-HR filed 2024-04-09.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -5,073 shares

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    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.

  2. period ended2023-12-31
    13F 5,073 shares
    Change vs previous 13F -963 shares

    0.11% of the 13F portfolio, value $239,643.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 6,036 shares
    Change vs previous 13F -364 shares

    0.13% of the 13F portfolio, value $267,266.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 6,400 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $313,682.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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