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Disclosery

Foundation Wealth Management, LLC: EFV position timeline

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

Foundation Wealth Management, LLC held 48,810 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,810 shares
    Change vs previous 13F -3,943 shares

    2.21% of the 13F portfolio, value $3,736,443.

    13F-HR 0001172661-26-002946 filed by Foundation Wealth Management, 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 52,753 shares
    Change vs previous 13F -1,469 shares

    2.65% of the 13F portfolio, value $3,922,205.

    13F-HR 0001172661-26-001593 filed by Foundation Wealth Management, 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 54,222 shares
    Change vs previous 13F -2,993 shares

    2.55% of the 13F portfolio, value $3,873,768.

    13F-HR 0001172661-26-000315 filed by Foundation Wealth Management, 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 57,215 shares
    Change vs previous 13F -2,205 shares

    2.48% of the 13F portfolio, value $3,880,969.

    13F-HR 0001172661-25-004443 filed by Foundation Wealth Management, 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 59,420 shares
    Change vs previous 13F -2,701 shares

    2.63% of the 13F portfolio, value $3,771,979.

    13F-HR 0001172661-25-002683 filed by Foundation Wealth Management, 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 62,121 shares
    Change vs previous 13F -1,880 shares

    2.87% of the 13F portfolio, value $3,661,365.

    13F-HR 0001172661-25-001527 filed by Foundation Wealth Management, 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 64,001 shares
    Change vs previous 13F +289 shares

    2.61% of the 13F portfolio, value $3,358,106.

    13F-HR 0001172661-25-000559 filed by Foundation Wealth Management, 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 63,712 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $3,665,244.

    13F-HR 0001172661-24-004389 filed by Foundation Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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