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Disclosery

SwitchPoint Financial Planning, LLC: EDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SwitchPoint Financial Planning, LLC on EDV, newest first. How the timeline and the estimate are built.

SwitchPoint Financial Planning, LLC held 3,474 EDV shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,474 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $226,088.

    13F-HR 0002055526-26-000003 filed by SwitchPoint Financial Planning, 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 3,474 shares
    Change vs previous 13F -1 shares

    0.15% of the 13F portfolio, value $225,636.

    13F-HR 0002055526-26-000002 filed by SwitchPoint Financial Planning, 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 3,475 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $225,942.

    13F-HR 0002055526-26-000001 filed by SwitchPoint Financial Planning, 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 3,475 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $237,897.

    13F-HR 0002055526-25-000005 filed by SwitchPoint Financial Planning, 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 3,475 shares
    Change vs previous 13F -1 shares

    0.19% of the 13F portfolio, value $233,899.

    13F-HR 0002055526-25-000003 filed by SwitchPoint Financial Planning, 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 3,476 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $247,190.

    13F-HR 0002055526-25-000002 filed by SwitchPoint Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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