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Richmond Brothers, Inc.: EDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richmond Brothers, Inc. on EDV, newest first. How the timeline and the estimate are built.

Richmond Brothers, Inc. held 15,897 EDV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,897 shares
    Change vs previous 13F -13,932 shares

    0.54% of the 13F portfolio, value $1,034,584.

    13F-HR 0001540462-26-000003 filed by Richmond Brothers, Inc.
    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 29,829 shares
    Change vs previous 13F -12,229 shares

    1.29% of the 13F portfolio, value $1,937,382.

    13F-HR 0001540462-26-000002 filed by Richmond Brothers, Inc.
    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 42,058 shares
    Change vs previous 13F +42,058 shares

    1.74% of the 13F portfolio, value $2,734,150.

    13F-HR 0001540462-26-000001 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -41,820 shares

    13F-HR 0001085146-25-000954 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-09-30
    13F 41,820 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $3,332,225.

    13F-HR 0001085146-24-005489 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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