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Centerline Wealth Advisors, LLC: EFV position timeline

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

Centerline Wealth Advisors, LLC held 142,167 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,167 shares
    Change vs previous 13F +29,215 shares

    3.41% of the 13F portfolio, value $10,882,846.

    13F-HR 0001802059-26-000009 filed by Centerline Wealth Advisors, 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 112,952 shares
    Change vs previous 13F +40,788 shares

    3.02% of the 13F portfolio, value $8,397,981.

    13F-HR 0001802059-26-000008 filed by Centerline Wealth Advisors, 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 72,164 shares
    Change vs previous 13F +17,005 shares

    1.87% of the 13F portfolio, value $5,153,231.

    13F-HR 0001802059-26-000001 filed by Centerline Wealth Advisors, 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 55,159 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $3,741,435.

    13F-HR 0001802059-25-000006 filed by Centerline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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