Skip to content
Disclosery

180 WEALTH ADVISORS, LLC: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 180 WEALTH ADVISORS, LLC on EFV, newest first. How the timeline and the estimate are built.

180 WEALTH ADVISORS, LLC held 68,633 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,633 shares
    Change vs previous 13F -5,458 shares

    0.53% of the 13F portfolio, value $5,253,873.

    13F-HR 0001730817-26-000004 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 74,091 shares
    Change vs previous 13F -1,277 shares

    0.63% of the 13F portfolio, value $5,508,633.

    13F-HR 0001730817-26-000002 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 75,368 shares
    Change vs previous 13F -2,539 shares

    0.61% of the 13F portfolio, value $5,382,048.

    13F-HR 0001730817-26-000001 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 77,907 shares
    Change vs previous 13F -1,084 shares

    0.64% of the 13F portfolio, value $5,284,456.

    13F-HR 0001730817-25-000002 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 78,991 shares
    Change vs previous 13F +670 shares

    0.7% of the 13F portfolio, value $5,014,371.

    13F-HR 0001085146-25-004341 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 78,321 shares
    Change vs previous 13F -2,197 shares

    0.74% of the 13F portfolio, value $4,616,225.

    13F-HR 0001085146-25-001941 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 80,518 shares
    Change vs previous 13F -1,100 shares

    0.66% of the 13F portfolio, value $4,224,766.

    13F-HR 0001085146-25-000154 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 81,618 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $4,695,507.

    13F-HR 0001085146-24-005280 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).