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ALTERNA WEALTH MANAGEMENT, INC: EFV position timeline

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

ALTERNA WEALTH MANAGEMENT, INC held 16,399 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 16,399 shares
    Change vs previous 13F -15,944 shares

    0.72% of the 13F portfolio, value $1,255,314.

    13F-HR 0001767699-26-000003 filed by ALTERNA 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 32,343 shares
    Change vs previous 13F +5,919 shares

    1.82% of the 13F portfolio, value $2,404,714.

    13F-HR 0001767699-26-000002 filed by ALTERNA 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 26,424 shares
    Change vs previous 13F -1,543 shares

    1.57% of the 13F portfolio, value $1,886,907.

    13F-HR 0001767699-26-000001 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 27,967 shares
    Change vs previous 13F -76 shares

    1.56% of the 13F portfolio, value $1,896,989.

    13F-HR 0001767699-25-000006 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 28,043 shares
    Change vs previous 13F +15,451 shares

    1.43% of the 13F portfolio, value $1,780,170.

    13F-HR 0001767699-25-000005 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 12,592 shares
    Change vs previous 13F -2,336 shares

    0.56% of the 13F portfolio, value $742,172.

    13F-HR 0001767699-25-000003 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 14,928 shares
    Change vs previous 13F -671 shares

    0.66% of the 13F portfolio, value $783,272.

    13F-HR 0001767699-25-000001 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 15,599 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $897,410.

    13F-HR 0001767699-24-000002 filed by ALTERNA WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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