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Disclosery

5T Wealth, LLC: EFV position timeline

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

5T Wealth, LLC held 44,013 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,013 shares
    Change vs previous 13F -12,124 shares

    1.25% of the 13F portfolio, value $3,369,178.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, 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 56,137 shares
    Change vs previous 13F -21,215 shares

    1.65% of the 13F portfolio, value $4,173,773.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, 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 77,352 shares
    Change vs previous 13F -6,015 shares

    2.21% of the 13F portfolio, value $5,522,467.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, 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 83,367 shares
    Change vs previous 13F -2,859 shares

    2.47% of the 13F portfolio, value $5,654,815.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, 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 86,226 shares
    Change vs previous 13F +7,159 shares

    2.79% of the 13F portfolio, value $5,473,629.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, 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 79,067 shares
    Change vs previous 13F -12,638 shares

    2.65% of the 13F portfolio, value $4,660,283.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, 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 91,705 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $4,811,828.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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