Number of Shares
16,372
Previous 16,015 2.23%
Holding current value
$872 Million
Previous $846 Million 3.0%
% of portfolio
0.51%
Previous 0.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025

BUY
N/A
357 Added 2.23%
16,372 $872 Million
Q2 2025

Oct 30, 2025

BUY
N/A
187 Added 1.18%
16,015 $846 Million
Q1 2025

Oct 30, 2025

BUY
N/A
4,349 Added 37.89%
15,828 $829 Million
Q4 2024

Oct 30, 2025

BUY
N/A
11,479 New
11,479 $597 Million
Track This Portfolio

Track Emergent Wealth Advisors, LLC Portfolio

Follow Emergent Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Emergent Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Emergent Wealth Advisors, LLC with notifications on news.