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Teamwork Financial Advisors, LLC

SEC CIK
0001629931
Latest filing
Jul 8, 2026

EPR holding history

Epr Properties in every 13F filed by Teamwork Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EPR overviewAll 13F holders of EPRFull Q2 2026 holdings

Shares (Q2 2026)
9,262
Value
$537.3K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of EPR by Teamwork Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,262$537.3K0.1%−373−3.9%ReducedHolders
Q1 20269,635$481.4K0.1%+643+7.2%AddedHolders
Q4 20258,992$448.7K<0.1%−977−9.8%ReducedHolders
Q3 20259,969$578.3K0.1%−14−0.1%ReducedHolders
Q2 20259,983$581.6K0.1%−1,001−9.1%ReducedHolders
Q1 202510,984$577.9K0.1%+295+2.8%AddedHolders
Q4 202410,689$473.3K0.1%+10,689NewHolders