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Certus Wealth Management, LLC: EFV position timeline

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

Certus Wealth Management, LLC held 143,330 EFV shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 143,330 shares
    Change vs previous 13F -15,295 shares

    5.82% of the 13F portfolio, value $9,722,074.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 158,625 shares
    Change vs previous 13F +38,144 shares

    6.48% of the 13F portfolio, value $10,069,515.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 120,481 shares
    Change vs previous 13F -26,570 shares

    5.05% of the 13F portfolio, value $7,439,702.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 147,051 shares
    Change vs previous 13F +453 shares

    5.5% of the 13F portfolio, value $8,218,680.

    13F-HR 0001765380-25-000072 filed by Certus 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 ended2024-09-30
    13F 146,598 shares
    Change vs previous 13F +60,704 shares

    5.87% of the 13F portfolio, value $8,433,783.

    13F-HR 0001765380-24-000435 filed by Certus 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 ended2024-06-30
    13F 85,894 shares
    Change vs previous 13F -49,149 shares

    3.46% of the 13F portfolio, value $4,555,818.

    13F-HR 0001765380-24-000261 filed by Certus 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 ended2024-03-31
    13F 135,043 shares
    Change vs previous 13F +14,231 shares

    5.87% of the 13F portfolio, value $7,368,622.

    13F-HR 0001765380-24-000188 filed by Certus 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 ended2023-12-31
    13F/A 120,812 shares
    Change vs previous 13F not available

    5.34% of the 13F portfolio, value $6,294,305.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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