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Aegis Wealth Management, Inc.: EFV position timeline

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

Aegis Wealth Management, Inc. held 5,790 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,790 shares
    Change vs previous 13F -3,248 shares

    0.29% of the 13F portfolio, value $443,197.

    13F-HR 0002096565-26-000003 filed by Aegis Wealth Management, Inc.
    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 9,038 shares
    Change vs previous 13F -392 shares

    0.53% of the 13F portfolio, value $671,999.

    13F-HR 0002096565-26-000002 filed by Aegis Wealth Management, Inc.
    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 9,430 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $673,420.

    13F-HR 0002096565-26-000001 filed by Aegis Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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