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EMERALD ADVISERS, LLC: SITM position timeline

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

EMERALD ADVISERS, LLC held 15,866 SITM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,866 shares
    Change vs previous 13F -114,529 shares

    0.79% of the 13F portfolio, value $11,829,055.

    13F-HR 0001104659-26-094342 filed by Emerald Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 0 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 0 shares
    • Emerald Investment Advisers, LLC: 15,866 shares

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

  2. period ended2026-03-31
    13F 130,395 shares
    Change vs previous 13F -10,762 shares

    0.71% of the 13F portfolio, value $45,031,914.

    13F-HR 0001104659-26-054901 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 65,762 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 41,170 shares
    • Emerald Investment Advisers, LLC: 23,463 shares

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

  3. period ended2025-12-31
    13F 141,157 shares
    Change vs previous 13F -119,775 shares

    0.94% of the 13F portfolio, value $49,855,241.

    13F-HR 0001104659-26-011928 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 88,332 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 52,825 shares

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

  4. period ended2025-09-30
    13F 260,932 shares
    Change vs previous 13F +22,011 shares

    1.55% of the 13F portfolio, value $78,621,421.

    13F-HR 0001104659-25-104111 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 162,243 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 98,689 shares

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

  5. period ended2025-06-30
    13F 238,921 shares
    Change vs previous 13F +75,027 shares

    1.16% of the 13F portfolio, value $50,909,287.

    13F-HR 0001104659-25-073440 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 149,724 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 89,197 shares

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

  6. period ended2025-03-31
    13F 163,894 shares
    Change vs previous 13F +38,635 shares

    0.69% of the 13F portfolio, value $25,054,476.

    13F-HR 0001104659-25-043298 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 115,433 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 48,461 shares

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

  7. period ended2024-12-31
    13F 125,259 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $26,871,813.

    13F-HR 0001104659-25-011405 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 87,040 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 38,219 shares

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