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Disclosery

PUREfi Wealth, LLC: EQL position timeline

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

PUREfi Wealth, LLC held 18,112 EQL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,112 shares
    Change vs previous 13F +420 shares

    0.5% of the 13F portfolio, value $913,730.

    13F-HR 0002001520-26-000003 filed by PUREfi Wealth, 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 17,692 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $841,412.

    13F-HR 0002001520-26-000002 filed by PUREfi Wealth, 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 17,692 shares
    Change vs previous 13F -2,184 shares

    0.63% of the 13F portfolio, value $820,536.

    13F-HR 0002001520-26-000001 filed by PUREfi Wealth, 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 19,876 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $914,892.

    13F-HR 0002001520-25-000005 filed by PUREfi Wealth, 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 19,876 shares
    Change vs previous 13F +8,767 shares

    0.7% of the 13F portfolio, value $871,485.

    13F-HR 0002001520-25-000003 filed by PUREfi Wealth, 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 11,109 shares
    Change vs previous 13F -3,905 shares

    1.4% of the 13F portfolio, value $1,399,401.

    13F-HR 0002001520-25-000002 filed by PUREfi Wealth, 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 15,014 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $1,880,504.

    13F-HR 0002001520-25-000001 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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