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Provenance Wealth Advisors, LLC: EEM position timeline

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

Provenance Wealth Advisors, LLC held 627,008 EEM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 627,008 shares
    Change vs previous 13F -920 shares

    4.09% of the 13F portfolio, value $42,893,643.

    13F-HR 0002081584-26-000004 filed by Provenance 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 627,928 shares
    Change vs previous 13F -5,004 shares

    3.78% of the 13F portfolio, value $35,660,013.

    13F-HR 0002081584-26-000003 filed by Provenance 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 632,932 shares
    Change vs previous 13F -47,408 shares

    3.84% of the 13F portfolio, value $34,627,720.

    13F-HR 0002081584-26-000001 filed by Provenance Wealth Advisors, 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 680,340 shares
    Change vs previous 13F +23,089 shares

    4.7% of the 13F portfolio, value $36,330,162.

    13F-HR 0002081584-25-000010 filed by Provenance Wealth Advisors, 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 657,251 shares
    Change vs previous 13F +81,372 shares

    4.55% of the 13F portfolio, value $31,705,794.

    13F-HR 0001932363-25-000002 filed by Provenance Wealth Advisors, 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 575,879 shares
    Change vs previous 13F -15,520 shares

    3.62% of the 13F portfolio, value $25,165,913.

    13F-HR 0002081584-25-000007 filed by Provenance Wealth Advisors, 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 591,399 shares
    Change vs previous 13F +5,100 shares

    3.2% of the 13F portfolio, value $24,732,309.

    13F-HR 0002081584-25-000006 filed by Provenance Wealth Advisors, 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 586,299 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $26,887,650.

    13F-HR 0002081584-25-000005 filed by Provenance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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