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Martel Wealth Advisors Inc

SEC CIK
0002039437
Latest filing
Jul 13, 2026

EW holding history

Edwards Lifesciences Corp in every 13F filed by Martel Wealth Advisors Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EW overviewAll 13F holders of EWFull Q2 2026 holdings

Shares (Q2 2026)
2,400
Value
$217.1K
% of portfolio
<0.1%
Quarters held
6
Since Q2 2023
Holdings of EW by Martel Wealth Advisors Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,400$217.1K<0.1%+2,400NewHolders
Q1 20260$00.0%−2,400−100.0%Sold outHolders
Q4 20252,400$204.6K<0.1%+2,400NewHolders
Q3 20250$00.0%−2,676−100.0%Sold outHolders
Q2 20252,676$209.3K<0.1%+2,676NewHolders
Q3 20240$00.0%−2,400−100.0%Sold outHolders
Q2 20242,400$221.7K<0.1%00.0%UnchangedHolders
Q1 20242,400$229.3K<0.1%+2,400NewHolders
Q3 20230$00.0%−2,400−100.0%Sold outHolders
Q2 20232,400$226.4K0.1%+2,400NewHolders