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Proquility Private Wealth Partners, LLC: EZU position timeline

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

Proquility Private Wealth Partners, LLC held 163,007 EZU shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 163,007 shares
    Change vs previous 13F +3,536 shares

    2.68% of the 13F portfolio, value $8,680,123.

    13F-HR 0001172661-25-002154 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 159,471 shares
    Change vs previous 13F -2,180 shares

    2.42% of the 13F portfolio, value $7,527,031.

    13F-HR 0001172661-25-000242 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 161,651 shares
    Change vs previous 13F -14,805 shares

    2.7% of the 13F portfolio, value $8,443,032.

    13F-HR 0001172661-24-004260 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 176,456 shares
    Change vs previous 13F -7 shares

    2.94% of the 13F portfolio, value $8,615,464.

    13F-HR 0001172661-24-003180 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 176,463 shares
    Change vs previous 13F +6,511 shares

    3.09% of the 13F portfolio, value $9,010,201.

    13F-HR 0001172661-24-001995 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 169,952 shares
    Change vs previous 13F -30,639 shares

    3.06% of the 13F portfolio, value $8,062,523.

    13F-HR 0001172661-24-000686 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 200,591 shares
    Change vs previous 13F -1,225 shares

    3.48% of the 13F portfolio, value $8,472,990.

    13F-HR 0001172661-23-003973 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 201,816 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $9,247,238.

    13F-HR 0001172661-23-003254 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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