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WestEnd Advisors, LLC: EEMA position timeline

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

WestEnd Advisors, LLC held 15,107 EEMA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,107 shares
    Change vs previous 13F -562,319 shares

    0.04% of the 13F portfolio, value $1,766,960.

    13F-HR 0001398344-26-012446 filed by WestEnd 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 577,426 shares
    Change vs previous 13F -1,115,002 shares

    1.33% of the 13F portfolio, value $55,282,783.

    13F-HR 0001398344-26-006826 filed by WestEnd 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 1,692,428 shares
    Change vs previous 13F -142,235 shares

    3.71% of the 13F portfolio, value $159,123,981.

    13F-HR 0001398344-26-001290 filed by WestEnd 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 1,834,663 shares
    Change vs previous 13F -20,564 shares

    3.94% of the 13F portfolio, value $168,332,142.

    13F-HR 0001398344-25-019523 filed by WestEnd 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 1,855,227 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $153,150,623.

    13F-HR 0001398344-25-013593 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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