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Disclosery

Rodgers & Associates, LTD: EDIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rodgers & Associates, LTD on EDIV, newest first. How the timeline and the estimate are built.

Rodgers & Associates, LTD held 14,301 EDIV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,301 shares
    Change vs previous 13F -39,487 shares

    0.05% of the 13F portfolio, value $585,733.

    13F-HR 0001172661-26-002709 filed by Rodgers & Associates, LTD
    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 53,788 shares
    Change vs previous 13F -583 shares

    0.22% of the 13F portfolio, value $2,123,550.

    13F-HR 0001172661-26-001592 filed by Rodgers & Associates, LTD
    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 54,371 shares
    Change vs previous 13F -25 shares

    0.22% of the 13F portfolio, value $2,128,625.

    13F-HR 0001172661-26-000265 filed by Rodgers & Associates, LTD
    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 54,396 shares
    Change vs previous 13F -80 shares

    0.22% of the 13F portfolio, value $2,113,285.

    13F-HR 0001172661-25-004586 filed by Rodgers & Associates, LTD
    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 54,476 shares
    Change vs previous 13F +500 shares

    0.23% of the 13F portfolio, value $2,076,625.

    13F-HR 0001172661-25-002755 filed by Rodgers & Associates, LTD
    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 53,976 shares
    Change vs previous 13F +1,563 shares

    0.23% of the 13F portfolio, value $1,926,943.

    13F-HR 0001172661-25-001534 filed by Rodgers & Associates, LTD
    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 52,413 shares
    Change vs previous 13F +1,483 shares

    0.22% of the 13F portfolio, value $1,848,869.

    13F-HR 0001172661-25-000271 filed by Rodgers & Associates, LTD
    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 50,930 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,918,533.

    13F-HR 0001172661-24-004313 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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