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Disclosery

Cardinal Strategic Wealth Guidance: EFV position timeline

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

Cardinal Strategic Wealth Guidance held 163,713 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,713 shares
    Change vs previous 13F -164,904 shares

    2.84% of the 13F portfolio, value $12,532,231.

    13F-HR 0001398344-26-013133 filed by Cardinal Strategic Wealth Guidance
    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 328,617 shares
    Change vs previous 13F -1,291 shares

    6.44% of the 13F portfolio, value $24,432,674.

    13F-HR 0001398344-26-006724 filed by Cardinal Strategic Wealth Guidance
    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 329,908 shares
    Change vs previous 13F -61,828 shares

    6.16% of the 13F portfolio, value $23,558,731.

    13F-HR 0001398344-26-001343 filed by Cardinal Strategic Wealth Guidance
    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 391,736 shares
    Change vs previous 13F -19 shares

    7.15% of the 13F portfolio, value $26,571,453.

    13F-HR 0001398344-25-019564 filed by Cardinal Strategic Wealth Guidance
    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 391,755 shares
    Change vs previous 13F +66,411 shares

    7.17% of the 13F portfolio, value $24,868,608.

    13F-HR 0001398344-25-013430 filed by Cardinal Strategic Wealth Guidance
    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 325,344 shares
    Change vs previous 13F +1,739 shares

    6.13% of the 13F portfolio, value $19,175,776.

    13F-HR 0001398344-25-008407 filed by Cardinal Strategic Wealth Guidance
    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 323,605 shares
    Change vs previous 13F +17,019 shares

    5.41% of the 13F portfolio, value $16,979,555.

    13F-HR 0001398344-25-001349 filed by Cardinal Strategic Wealth Guidance
    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 306,586 shares
    Change vs previous 13F not available

    5.77% of the 13F portfolio, value $17,637,893.

    13F-HR 0001398344-24-019613 filed by Cardinal Strategic Wealth Guidance
    Filed (acceptance time not in the bulk data set), ingested

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