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Disclosery

THEORY FINANCIAL LLC: EZM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of THEORY FINANCIAL LLC on EZM, newest first. How the timeline and the estimate are built.

THEORY FINANCIAL LLC held 109,393 EZM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,393 shares
    Change vs previous 13F +19,830 shares

    2.61% of the 13F portfolio, value $8,290,195.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 89,563 shares
    Change vs previous 13F +18,934 shares

    2.11% of the 13F portfolio, value $6,020,425.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 70,629 shares
    Change vs previous 13F -12,215 shares

    1.66% of the 13F portfolio, value $4,931,317.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 82,844 shares
    Change vs previous 13F -943 shares

    1.91% of the 13F portfolio, value $5,416,341.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL 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 83,787 shares
    Change vs previous 13F +15,876 shares

    1.99% of the 13F portfolio, value $5,248,795.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL 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 67,911 shares
    Change vs previous 13F +15,477 shares

    1.71% of the 13F portfolio, value $4,047,496.

    13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 52,434 shares
    Change vs previous 13F -668 shares

    1.37% of the 13F portfolio, value $3,277,649.

    13F-HR 0001085146-25-000715 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 53,102 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $3,265,773.

    13F-HR 0001085146-24-005400 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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