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Disclosery

TRUE Private Wealth Advisors: EMR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUE Private Wealth Advisors on EMR, newest first. How the timeline and the estimate are built.

TRUE Private Wealth Advisors held 28,703 EMR 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 28,703 shares
    Change vs previous 13F -1,252 shares

    0.35% of the 13F portfolio, value $4,108,795.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 29,955 shares
    Change vs previous 13F +219 shares

    0.37% of the 13F portfolio, value $3,924,713.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 29,736 shares
    Change vs previous 13F +477 shares

    0.4% of the 13F portfolio, value $3,946,613.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 29,259 shares
    Change vs previous 13F -2,239 shares

    0.39% of the 13F portfolio, value $3,838,307.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 31,498 shares
    Change vs previous 13F -3,917 shares

    0.47% of the 13F portfolio, value $4,199,676.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 35,415 shares
    Change vs previous 13F -1,778 shares

    0.47% of the 13F portfolio, value $3,882,858.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 37,193 shares
    Change vs previous 13F -486 shares

    0.56% of the 13F portfolio, value $4,609,349.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 37,679 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,120,976.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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