EPP β€” ISHARES INC

Ownership history in Onyx Bridge Wealth Group LLC  Β·  3 quarters on record

AI Ownership Summary

Onyx Bridge Wealth Group LLC reported ISHARES INC (EPP) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.19% in 2026 Q1. The latest visible filing shows EPP at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EPP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Onyx Bridge Wealth Group LLC's position in ISHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EPP was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Onyx Bridge Wealth Group LLC held EPP β€” position size vs. price
% of Fund (quarterly)    EPP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 33,269 +19,179 +136.1% 0.19% $1.8M 2026-04-22 $55.46
2025 Q4 REDUCED 14,090 -232 -1.6% 0.08% $711K 2026-02-18 $55.60
2025 Q3 INITIATED 14,322 β€” β€” 0.08% $738K 2025-11-06 $50.21

FAQ About Onyx Bridge Wealth Group LLC and EPP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Onyx Bridge Wealth Group LLC reported owning EPP?

Onyx Bridge Wealth Group LLC reported EPP across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported EPP position in Onyx Bridge Wealth Group LLC's portfolio?

The largest reported portfolio weight for EPP was 0.19% in 2026 Q1.

What is the latest reported EPP position on this page?

The most recent filing on this page is 2026 Q1, when Onyx Bridge Wealth Group LLC reported 33,269 shares, equal to 0.19% of portfolio, with an estimated market value of $1.8M.

What does the chart on this EPP ownership page compare?

The chart compares Onyx Bridge Wealth Group LLC's quarterly EPP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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