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Olde Wealth Management, LLC: EAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Olde Wealth Management, LLC on EAGG, newest first. How the timeline and the estimate are built.

Olde Wealth Management, LLC held 490,066 EAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 490,066 shares
    Change vs previous 13F +29,324 shares

    6.58% of the 13F portfolio, value $23,234,000.

    13F-HR 0001840760-26-000003 filed by Olde Wealth Management, 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 460,742 shares
    Change vs previous 13F +21,907 shares

    6.93% of the 13F portfolio, value $21,908,000.

    13F-HR 0001840760-26-000002 filed by Olde Wealth Management, 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 438,835 shares
    Change vs previous 13F +10,942 shares

    6.46% of the 13F portfolio, value $20,998,000.

    13F-HR 0001840760-26-000001 filed by Olde Wealth Management, 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 427,893 shares
    Change vs previous 13F +50,560 shares

    6.34% of the 13F portfolio, value $20,543,000.

    13F-HR 0001840760-25-000005 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 377,333 shares
    Change vs previous 13F +7,421 shares

    6.32% of the 13F portfolio, value $17,915,000.

    13F-HR 0001840760-25-000002 filed by Olde Wealth Management, LLC
    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 369,912 shares
    Change vs previous 13F +22,560 shares

    6.14% of the 13F portfolio, value $17,178,000.

    13F-HR 0001898296-25-000002 filed by Olde Wealth Management, LLC
    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 347,352 shares
    Change vs previous 13F not available

    6.05% of the 13F portfolio, value $16,877,000.

    13F-HR 0001898131-24-000003 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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