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Disclosery

Bay Harbor Wealth Management, LLC: EFV position timeline

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

Bay Harbor Wealth Management, LLC held 56,351 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,351 shares
    Change vs previous 13F -99,575 shares

    0.99% of the 13F portfolio, value $4,313,638.

    13F-HR 0001437749-26-024588 filed by Bay Harbor 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 155,926 shares
    Change vs previous 13F -3,278 shares

    3.01% of the 13F portfolio, value $11,593,067.

    13F-HR 0001437749-26-012214 filed by Bay Harbor 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 159,204 shares
    Change vs previous 13F -10,380 shares

    2.97% of the 13F portfolio, value $11,368,728.

    13F-HR 0001437749-26-002665 filed by Bay Harbor 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 169,584 shares
    Change vs previous 13F -33,678 shares

    3.11% of the 13F portfolio, value $11,502,855.

    13F-HR 0001437749-25-030755 filed by Bay Harbor Wealth Management, 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 203,262 shares
    Change vs previous 13F +66,993 shares

    3.74% of the 13F portfolio, value $12,903,045.

    13F-HR 0001437749-25-023183 filed by Bay Harbor Wealth Management, 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 136,269 shares
    Change vs previous 13F -20,823 shares

    2.54% of the 13F portfolio, value $8,031,673.

    13F-HR 0001437749-25-016075 filed by Bay Harbor Wealth Management, 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 157,092 shares
    Change vs previous 13F +25,000 shares

    2.68% of the 13F portfolio, value $8,242,598.

    13F-HR 0001437749-25-001885 filed by Bay Harbor Wealth Management, 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 132,092 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $7,599,227.

    13F-HR 0001437749-24-031991 filed by Bay Harbor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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