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Wealthstreet Investment Advisors, LLC: EPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthstreet Investment Advisors, LLC on EPI, newest first. How the timeline and the estimate are built.

Wealthstreet Investment Advisors, LLC held 1,500 EPI shares at 2022-03-31 per its 13F-HR filed 2022-04-25.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 1,500 shares
    Change vs previous 13F 0 shares

    1.45% of the 13F portfolio, value $54,000.

    13F-HR 0001580642-22-002227 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-12-31
    13F 1,500 shares
    Change vs previous 13F 0 shares

    1.36% of the 13F portfolio, value $55,000.

    13F-HR 0001580642-22-000280 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-09-30
    13F 1,500 shares
    Change vs previous 13F -2,000 shares

    1.55% of the 13F portfolio, value $56,000.

    13F-HR 0001580642-21-005151 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-06-30
    13F 3,500 shares
    Change vs previous 13F -30,384 shares

    0.62% of the 13F portfolio, value $119,000.

    13F-HR 0001580642-21-003387 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-03-31
    13F 33,884 shares
    Change vs previous 13F -44 shares

    0.1% of the 13F portfolio, value $1,068,000.

    13F-HR 0001580642-21-001956 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-12-31
    13F 33,928 shares
    Change vs previous 13F +217 shares

    0.1% of the 13F portfolio, value $991,000.

    13F-HR 0001580642-21-000168 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-09-30
    13F 33,711 shares
    Change vs previous 13F -4,140 shares

    0.09% of the 13F portfolio, value $795,000.

    13F-HR 0001580642-20-003877 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-06-30
    13F 37,851 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $758,000.

    13F-HR 0001580642-20-002925 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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