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Three Cord True Wealth Management, LLC: EDIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Three Cord True Wealth Management, LLC on EDIV, newest first. How the timeline and the estimate are built.

Three Cord True Wealth Management, LLC held 210,909 EDIV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 210,909 shares
    Change vs previous 13F +14,308 shares

    4.11% of the 13F portfolio, value $8,638,336.

    13F-HR 0002085853-26-000823 filed by Three Cord True Wealth Management, 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 196,601 shares
    Change vs previous 13F +11,213 shares

    4.31% of the 13F portfolio, value $7,761,788.

    13F-HR 0002085853-26-000502 filed by Three Cord True Wealth Management, 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 185,388 shares
    Change vs previous 13F +15,753 shares

    4.22% of the 13F portfolio, value $7,257,942.

    13F-HR 0002085853-26-000203 filed by Three Cord True Wealth Management, 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 169,635 shares
    Change vs previous 13F +5,141 shares

    4.46% of the 13F portfolio, value $6,590,328.

    13F-HR 0002085853-25-000223 filed by Three Cord True Wealth Management, 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/A 164,494 shares
    Change vs previous 13F +10,076 shares

    4.68% of the 13F portfolio, value $6,270,478.

    13F-HR/A 0001667731-25-001055 filed by Three Cord True Wealth Management, 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 154,418 shares
    Change vs previous 13F +11,386 shares

    4.73% of the 13F portfolio, value $5,512,781.

    13F-HR 0001667731-25-000477 filed by Three Cord True Wealth Management, 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 143,032 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $5,045,451.

    13F-HR 0001667731-25-000283 filed by Three Cord True Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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