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Prentice Wealth Management LLC: EQWL position timeline

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

Prentice Wealth Management LLC held 142,645 EQWL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,645 shares
    Change vs previous 13F +3,703 shares

    3.8% of the 13F portfolio, value $18,404,058.

    13F-HR 0001941040-26-000416 filed by Prentice 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 138,942 shares
    Change vs previous 13F -7,107 shares

    3.61% of the 13F portfolio, value $16,011,676.

    13F-HR 0001941040-26-000228 filed by Prentice 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 146,049 shares
    Change vs previous 13F +8,305 shares

    3.94% of the 13F portfolio, value $17,257,109.

    13F-HR 0001941040-26-000061 filed by Prentice 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 137,744 shares
    Change vs previous 13F +2,724 shares

    3.89% of the 13F portfolio, value $15,796,453.

    13F-HR 0001941040-25-000535 filed by Prentice 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 ended2025-06-30
    13F 135,020 shares
    Change vs previous 13F +10,483 shares

    3.9% of the 13F portfolio, value $14,848,149.

    13F-HR 0001941040-25-000382 filed by Prentice 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 ended2025-03-31
    13F 124,537 shares
    Change vs previous 13F +1,921 shares

    3.71% of the 13F portfolio, value $12,838,519.

    13F-HR 0001941040-25-000212 filed by Prentice 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 ended2024-12-31
    13F 122,616 shares
    Change vs previous 13F -339 shares

    3.63% of the 13F portfolio, value $12,541,164.

    13F-HR 0001941040-25-000053 filed by Prentice Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 122,955 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $12,580,756.

    13F-HR 0001941040-24-000420 filed by Prentice Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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