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North Ridge Wealth Advisors, Inc.: EDV position timeline

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

North Ridge Wealth Advisors, Inc. held 168,157 EDV shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 168,157 shares
    Change vs previous 13F +10,846 shares

    6.15% of the 13F portfolio, value $10,921,846.

    13F-HR 0001974277-26-000005 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 157,311 shares
    Change vs previous 13F +2,638 shares

    5.73% of the 13F portfolio, value $10,226,738.

    13F-HR 0001974277-26-000003 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 154,673 shares
    Change vs previous 13F +13,310 shares

    6.06% of the 13F portfolio, value $10,587,330.

    13F-HR 0001974277-25-000007 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 141,363 shares
    Change vs previous 13F +7,717 shares

    5.84% of the 13F portfolio, value $9,513,743.

    13F-HR 0002054664-25-000007 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 133,646 shares
    Change vs previous 13F +10,853 shares

    6.35% of the 13F portfolio, value $9,503,554.

    13F-HR 0002054664-25-000003 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 122,793 shares
    Change vs previous 13F +7,007 shares

    5.76% of the 13F portfolio, value $8,315,529.

    13F-HR 0002054664-25-000005 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 115,786 shares
    Change vs previous 13F +5,888 shares

    6.27% of the 13F portfolio, value $9,225,851.

    13F-HR 0001085146-24-005093 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 109,898 shares
    Change vs previous 13F not available

    6.13% of the 13F portfolio, value $8,067,611.

    13F-HR 0001085146-24-003342 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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