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Foundation Wealth Management, LLC\PA: EFV position timeline

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

Foundation Wealth Management, LLC\PA held 20,743 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,743 shares
    Change vs previous 13F -146 shares

    0.48% of the 13F portfolio, value $1,587,890.

    13F-HR 0001754960-26-000577 filed by Foundation Wealth Management, LLC\PA
    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 20,889 shares
    Change vs previous 13F -340 shares

    0.55% of the 13F portfolio, value $1,553,116.

    13F-HR 0001754960-26-000300 filed by Foundation Wealth Management, LLC\PA
    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 21,229 shares
    Change vs previous 13F -1,743 shares

    0.55% of the 13F portfolio, value $1,515,981.

    13F-HR 0001754960-26-000072 filed by Foundation Wealth Management, LLC\PA
    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 22,972 shares
    Change vs previous 13F -436 shares

    0.6% of the 13F portfolio, value $1,558,225.

    13F-HR 0001754960-25-000699 filed by Foundation Wealth Management, LLC\PA
    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 23,408 shares
    Change vs previous 13F -1,886 shares

    0.64% of the 13F portfolio, value $1,485,971.

    13F-HR 0001754960-25-000557 filed by Foundation Wealth Management, LLC\PA
    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 25,294 shares
    Change vs previous 13F -135 shares

    0.71% of the 13F portfolio, value $1,490,815.

    13F-HR 0001085146-25-002255 filed by Foundation Wealth Management, LLC\PA
    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 25,429 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,334,248.

    13F-HR 0001085146-25-001032 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

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