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Factor Wealth Management LTD: EFV position timeline

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

Factor Wealth Management LTD held 25,960 EFV 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 25,960 shares
    Change vs previous 13F +12,885 shares

    0.31% of the 13F portfolio, value $2,054,499.

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

  2. period ended2026-06-30
    13F 13,075 shares
    Change vs previous 13F -4,037 shares

    0.15% of the 13F portfolio, value $1,000,915.

    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 17,112 shares
    Change vs previous 13F -1,152 shares

    0.24% of the 13F portfolio, value $1,272,243.

    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 18,264 shares
    Change vs previous 13F +1,751 shares

    0.28% of the 13F portfolio, value $1,304,259.

    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 16,513 shares
    Change vs previous 13F +231 shares

    0.28% of the 13F portfolio, value $1,120,074.

    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 16,282 shares
    Change vs previous 13F +3,692 shares

    0.28% of the 13F portfolio, value $1,033,552.

    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 12,590 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $742,055.

    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 12,590 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $660,597.

    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).