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Richard Bernstein Advisors LLC: EZU position timeline

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

Richard Bernstein Advisors LLC held 1,608 EZU shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,608 shares
    Change vs previous 13F -238 shares

    <0.01% of the 13F portfolio, value $100,722.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein 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 ended2025-12-31
    13F 1,846 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $118,373.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein 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 ended2025-09-30
    13F 1,847 shares
    Change vs previous 13F -480 shares

    <0.01% of the 13F portfolio, value $114,809.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein 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 ended2025-06-30
    13F 2,327 shares
    Change vs previous 13F -4,137 shares

    <0.01% of the 13F portfolio, value $138,380.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein 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 ended2025-03-31
    13F 6,464 shares
    Change vs previous 13F -1,559,193 shares

    0.01% of the 13F portfolio, value $344,201.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein 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 ended2024-12-31
    13F 1,565,657 shares
    Change vs previous 13F -115,055 shares

    1.67% of the 13F portfolio, value $73,899,011.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein 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 ended2024-09-30
    13F 1,680,712 shares
    Change vs previous 13F +728,540 shares

    1.88% of the 13F portfolio, value $87,783,613.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein 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 ended2024-06-30
    13F 952,172 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $46,489,778.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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