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Transamerica Financial Advisors, LLC: EWX position timeline

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

Transamerica Financial Advisors, LLC held 67,847 EWX shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,847 shares
    Change vs previous 13F -8,476 shares

    0.43% of the 13F portfolio, value $5,041,455.

    13F-HR 0001502149-26-000010 filed by Transamerica 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 76,323 shares
    Change vs previous 13F -7,619 shares

    0.43% of the 13F portfolio, value $5,046,504.

    13F-HR 0001502149-26-000006 filed by Transamerica 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 83,942 shares
    Change vs previous 13F -7,528 shares

    0.46% of the 13F portfolio, value $5,511,317.

    13F-HR 0001502149-26-000003 filed by Transamerica 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 91,470 shares
    Change vs previous 13F +506 shares

    0.51% of the 13F portfolio, value $6,154,988.

    13F-HR 0001502149-25-000029 filed by Transamerica 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 90,964 shares
    Change vs previous 13F +1,375 shares

    0.53% of the 13F portfolio, value $5,642,488.

    13F-HR 0001502149-25-000023 filed by Transamerica 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 89,589 shares
    Change vs previous 13F +5,715 shares

    0.52% of the 13F portfolio, value $5,074,000.

    13F-HR 0001502149-25-000012 filed by Transamerica 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 83,874 shares
    Change vs previous 13F -1,379 shares

    0.49% of the 13F portfolio, value $4,916,000.

    13F-HR 0000099189-25-000006 filed by Transamerica 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 85,253 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $5,319,000.

    13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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