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Disclosery

GeoWealth Management, LLC: EFV position timeline

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

GeoWealth Management, LLC held 3,784 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 3,784 shares
    Change vs previous 13F -5,711 shares

    0.01% of the 13F portfolio, value $289,689.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 9,495 shares
    Change vs previous 13F -2,768 shares

    0.03% of the 13F portfolio, value $705,872.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 12,263 shares
    Change vs previous 13F -38,927 shares

    0.03% of the 13F portfolio, value $875,756.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 51,190 shares
    Change vs previous 13F +8,554 shares

    0.13% of the 13F portfolio, value $3,472,123.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 42,636 shares
    Change vs previous 13F +12,198 shares

    0.11% of the 13F portfolio, value $2,706,517.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 30,438 shares
    Change vs previous 13F -6,421 shares

    0.07% of the 13F portfolio, value $1,794,027.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 36,859 shares
    Change vs previous 13F -68 shares

    0.06% of the 13F portfolio, value $1,934,007.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 36,927 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,124,370.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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