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PLANWISER FINANCIAL, LLC: EWC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANWISER FINANCIAL, LLC on EWC, newest first. How the timeline and the estimate are built.

PLANWISER FINANCIAL, LLC held 26,432 EWC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,432 shares
    Change vs previous 13F +530 shares

    1.06% of the 13F portfolio, value $1,523,540.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, 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 25,902 shares
    Change vs previous 13F -7,450 shares

    1.09% of the 13F portfolio, value $1,503,352.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, 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/A 33,352 shares
    Change vs previous 13F +8,209 shares

    1.37% of the 13F portfolio, value $1,835,027.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, 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 25,143 shares
    Change vs previous 13F -7,851 shares

    1.01% of the 13F portfolio, value $1,273,996.

    13F-HR 0001986152-25-000105 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 32,994 shares
    Change vs previous 13F +8,201 shares

    1.31% of the 13F portfolio, value $1,541,480.

    13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 24,793 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,063,372.

    13F-HR 0002043741-25-000001 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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