Position in EW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$217,104
+$12,504 QoQ
Shares Held
2,400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#995
of 1,315 holders
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Martel Wealth Advisors LLC holds $217,104 across 1 Medical Devices name. EW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EW |
Edwards Lifesciences Corp
This page
|
2,400 | $217,104 |
All Filings in EW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,104 | 2,400 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $204,600 | 2,400 | Shares | Sole | 2026-01-21 | |
| 2025-06-30 | $209,289 | 2,676 | Shares | Sole | 2025-07-18 | |
| 2024-06-30 | $221,688 | 2,400 | Shares | Sole | 2024-10-09 | |
| 2024-03-31 | $229,344 | 2,400 | Shares | Sole | 2024-10-09 | |
| 2023-06-30 | $226,392 | 2,400 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||