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Disclosery

Clark Wealth Partners: EFV position timeline

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

Clark Wealth Partners held 1,892 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 1,892 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $144,833.

    13F-HR 0002107657-26-000007 filed by Clark Wealth Partners
    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 1,892 shares
    Change vs previous 13F -174 shares

    0.09% of the 13F portfolio, value $140,671.

    13F-HR 0002107657-26-000006 filed by Clark Wealth Partners
    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 2,066 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $147,533.

    13F-HR 0002107657-26-000005 filed by Clark Wealth Partners
    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 2,066 shares
    Change vs previous 13F +1,198 shares

    0.09% of the 13F portfolio, value $147,533.

    13F-HR 0002107657-26-000004 filed by Clark Wealth Partners
    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 868 shares
    Change vs previous 13F -1,139 shares

    0.04% of the 13F portfolio, value $55,101.

    13F-HR 0002107657-26-000003 filed by Clark Wealth Partners
    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 2,007 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $118,293.

    13F-HR 0002107657-26-000002 filed by Clark Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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