Skip to content
Disclosery

WEBSTERROGERS FINANCIAL ADVISORS, LLC: EPRF position timeline

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

WEBSTERROGERS FINANCIAL ADVISORS, LLC held 110,409 EPRF shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,409 shares
    Change vs previous 13F +1,476 shares

    0.47% of the 13F portfolio, value $1,819,387.

    13F-HR 0001725547-26-000228 filed by WEBSTERROGERS FINANCIAL 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 ended2026-03-31
    13F 108,933 shares
    Change vs previous 13F +4,332 shares

    0.52% of the 13F portfolio, value $1,807,203.

    13F-HR 0001725547-26-000130 filed by WEBSTERROGERS FINANCIAL 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 ended2025-12-31
    13F 104,601 shares
    Change vs previous 13F +4,773 shares

    0.53% of the 13F portfolio, value $1,839,937.

    13F-HR 0001725547-26-000006 filed by WEBSTERROGERS FINANCIAL 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 ended2025-09-30
    13F 99,828 shares
    Change vs previous 13F +3,009 shares

    0.55% of the 13F portfolio, value $1,824,921.

    13F-HR 0001725547-25-004100 filed by WEBSTERROGERS FINANCIAL 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 ended2025-06-30
    13F 96,819 shares
    Change vs previous 13F +3,970 shares

    0.54% of the 13F portfolio, value $1,706,898.

    13F-HR 0001725547-25-003392 filed by WEBSTERROGERS FINANCIAL 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 ended2025-03-31
    13F 92,849 shares
    Change vs previous 13F +3,743 shares

    0.56% of the 13F portfolio, value $1,640,146.

    13F-HR 0001725547-25-001321 filed by WEBSTERROGERS FINANCIAL 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 ended2024-12-31
    13F 89,106 shares
    Change vs previous 13F +2,207 shares

    0.56% of the 13F portfolio, value $1,619,226.

    13F-HR 0001725547-25-000085 filed by WEBSTERROGERS FINANCIAL 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 ended2024-09-30
    13F 86,899 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,707,569.

    13F-HR 0001725547-24-005911 filed by WEBSTERROGERS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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