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RTD Financial Advisors, Inc.: EAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RTD Financial Advisors, Inc. on EAGG, newest first. How the timeline and the estimate are built.

RTD Financial Advisors, Inc. held 71,078 EAGG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 71,078 shares
    Change vs previous 13F +2,923 shares

    0.35% of the 13F portfolio, value $3,216,268.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 68,155 shares
    Change vs previous 13F +837 shares

    0.35% of the 13F portfolio, value $3,231,246.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 67,318 shares
    Change vs previous 13F +137 shares

    0.39% of the 13F portfolio, value $3,200,994.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 67,181 shares
    Change vs previous 13F +637 shares

    0.39% of the 13F portfolio, value $3,214,627.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 66,544 shares
    Change vs previous 13F +631 shares

    0.38% of the 13F portfolio, value $3,196,086.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 65,913 shares
    Change vs previous 13F -23,153 shares

    0.4% of the 13F portfolio, value $3,133,485.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 89,066 shares
    Change vs previous 13F +26,757 shares

    0.57% of the 13F portfolio, value $4,228,859.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 62,309 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,893,650.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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