Skip to content
Disclosery

BAM Wealth Management, LLC: EFV position timeline

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

BAM Wealth Management, LLC held 5,267 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,267 shares
    Change vs previous 13F -765 shares

    0.25% of the 13F portfolio, value $403,189.

    13F-HR 0002085853-26-000721 filed by BAM Wealth Management, 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 6,032 shares
    Change vs previous 13F -2,061 shares

    0.34% of the 13F portfolio, value $448,479.

    13F-HR 0002085853-26-000406 filed by BAM Wealth Management, 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 8,093 shares
    Change vs previous 13F -581 shares

    0.42% of the 13F portfolio, value $577,921.

    13F-HR 0002085853-26-000050 filed by BAM Wealth Management, 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 8,674 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $588,357.

    13F-HR 0002085853-25-000208 filed by BAM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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