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Factor Wealth Management LTD: EFA position timeline

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

Factor Wealth Management LTD held 15,552 EFA shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,552 shares
    Change vs previous 13F -403 shares

    0.25% of the 13F portfolio, value $1,615,720.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,955 shares
    Change vs previous 13F -2,169 shares

    0.25% of the 13F portfolio, value $1,657,452.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 18,124 shares
    Change vs previous 13F +745 shares

    0.33% of the 13F portfolio, value $1,760,380.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,379 shares
    Change vs previous 13F +889 shares

    0.36% of the 13F portfolio, value $1,668,937.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,490 shares
    Change vs previous 13F +1,668 shares

    0.38% of the 13F portfolio, value $1,539,636.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,822 shares
    Change vs previous 13F -2 shares

    0.36% of the 13F portfolio, value $1,324,939.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 14,824 shares
    Change vs previous 13F -110 shares

    0.37% of the 13F portfolio, value $1,211,581.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 14,934 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,129,174.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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