Skip to content
Disclosery

Wade Financial Advisory, Inc: EEMV position timeline

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

Wade Financial Advisory, Inc held 119,049 EEMV shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 119,049 shares
    Change vs previous 13F +1,376 shares

    2.38% of the 13F portfolio, value $6,945,325.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 117,673 shares
    Change vs previous 13F +5,058 shares

    2.31% of the 13F portfolio, value $6,823,829.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 112,615 shares
    Change vs previous 13F +2,135 shares

    2.38% of the 13F portfolio, value $7,060,929.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 110,480 shares
    Change vs previous 13F -4,910 shares

    2.27% of the 13F portfolio, value $6,320,552.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 115,390 shares
    Change vs previous 13F -57,347 shares

    2.38% of the 13F portfolio, value $6,529,933.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 172,737 shares
    Change vs previous 13F -30,808 shares

    3.63% of the 13F portfolio, value $9,602,423.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 203,545 shares
    Change vs previous 13F +4,274 shares

    4.65% of the 13F portfolio, value $10,859,123.

    13F-HR 0001085146-23-003690 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 199,271 shares
    Change vs previous 13F not available

    4.34% of the 13F portfolio, value $10,955,901.

    13F-HR 0001085146-23-003207 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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