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Disclosery

PLANWISER FINANCIAL, LLC: EWQ position timeline

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

PLANWISER FINANCIAL, LLC held 0 EWQ shares at 2025-12-31 per its 13F-HR/A filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -26,615 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 26,615 shares
    Change vs previous 13F -7,656 shares

    0.93% of the 13F portfolio, value $1,172,923.

    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).

  3. period ended2025-06-30
    13F 34,271 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,466,799.

    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).