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Disclosery

FAS Wealth Partners, Inc.: EFV position timeline

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

FAS Wealth Partners, Inc. held 261,784 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 261,784 shares
    Change vs previous 13F +463 shares

    1.04% of the 13F portfolio, value $20,039,593.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, Inc.
    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 261,321 shares
    Change vs previous 13F -8,364 shares

    1.21% of the 13F portfolio, value $19,429,235.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, Inc.
    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 269,685 shares
    Change vs previous 13F -2,237 shares

    1.24% of the 13F portfolio, value $19,258,204.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, Inc.
    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 271,922 shares
    Change vs previous 13F +260 shares

    1.25% of the 13F portfolio, value $18,444,499.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, Inc.
    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 271,662 shares
    Change vs previous 13F +6,167 shares

    1.28% of the 13F portfolio, value $17,245,075.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, Inc.
    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 265,495 shares
    Change vs previous 13F -3,820 shares

    1.28% of the 13F portfolio, value $15,648,250.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 269,315 shares
    Change vs previous 13F -1,423 shares

    1.19% of the 13F portfolio, value $14,130,984.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 270,738 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $15,575,538.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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