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Disclosery

GDS Wealth Management: EFAV position timeline

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

GDS Wealth Management held 3,506 EFAV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,506 shares
    Change vs previous 13F -2 shares

    0.01% of the 13F portfolio, value $307,511.

    13F-HR 0001940869-26-000003 filed by GDS Wealth Management
    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 3,508 shares
    Change vs previous 13F -24 shares

    0.02% of the 13F portfolio, value $320,526.

    13F-HR 0001940869-26-000002 filed by GDS Wealth Management
    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 3,532 shares
    Change vs previous 13F -56 shares

    0.02% of the 13F portfolio, value $304,635.

    13F-HR 0001940869-26-000001 filed by GDS Wealth Management
    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 3,588 shares
    Change vs previous 13F -251 shares

    0.02% of the 13F portfolio, value $304,370.

    13F-HR 0001940869-25-000003 filed by GDS Wealth Management
    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 3,839 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $322,706.

    13F-HR 0001221073-25-000074 filed by GDS Wealth Management
    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 3,839 shares
    Change vs previous 13F -168 shares

    0.03% of the 13F portfolio, value $299,135.

    13F-HR 0001221073-25-000055 filed by GDS Wealth Management
    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 4,007 shares
    Change vs previous 13F -287 shares

    0.03% of the 13F portfolio, value $283,335.

    13F-HR 0001221073-25-000013 filed by GDS Wealth Management
    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 4,294 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $329,350.

    13F-HR 0001221073-24-000097 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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