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PERSPECTIVE WEALTH ADVISORS LLC: EDIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PERSPECTIVE WEALTH ADVISORS LLC on EDIV, newest first. How the timeline and the estimate are built.

PERSPECTIVE WEALTH ADVISORS LLC held 16,876 EDIV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,876 shares
    Change vs previous 13F +903 shares

    0.38% of the 13F portfolio, value $691,199.

    13F-HR 0001986152-26-000138 filed by PERSPECTIVE WEALTH ADVISORS 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 15,973 shares
    Change vs previous 13F +3,324 shares

    0.41% of the 13F portfolio, value $630,614.

    13F-HR 0001986152-26-000074 filed by PERSPECTIVE WEALTH ADVISORS 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 12,649 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $495,208.

    13F-HR 0001986152-26-000036 filed by PERSPECTIVE WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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