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Forthright Family Wealth Advisory LLC: EFV position timeline

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

Forthright Family Wealth Advisory LLC held 143,040 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,040 shares
    Change vs previous 13F -531 shares

    6.2% of the 13F portfolio, value $10,949,679.

    13F-HR 0002008648-26-000003 filed by Forthright Family Wealth Advisory LLC
    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 143,571 shares
    Change vs previous 13F -4,335 shares

    5.24% of the 13F portfolio, value $7,810,262.

    13F-HR 0002008648-26-000002 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 147,906 shares
    Change vs previous 13F +2,745 shares

    6.64% of the 13F portfolio, value $10,561,967.

    13F-HR 0002008648-26-000001 filed by Forthright Family Wealth Advisory LLC
    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 145,161 shares
    Change vs previous 13F -13,912 shares

    6.05% of the 13F portfolio, value $9,846,271.

    13F-HR 0002008648-25-000005 filed by Forthright Family Wealth Advisory LLC
    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 159,073 shares
    Change vs previous 13F -3,343 shares

    6.4% of the 13F portfolio, value $10,097,954.

    13F-HR 0002008648-25-000003 filed by Forthright Family Wealth Advisory LLC
    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 162,416 shares
    Change vs previous 13F +1,653 shares

    6.32% of the 13F portfolio, value $9,572,799.

    13F-HR 0002008648-25-000002 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 160,763 shares
    Change vs previous 13F +89,995 shares

    5.48% of the 13F portfolio, value $8,435,235.

    13F-HR 0002008648-25-000001 filed by Forthright Family Wealth Advisory LLC
    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 70,768 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $3,898,609.

    13F-HR 0002008648-24-000004 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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