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HEMMING& WEALTH MANAGEMENT, INC.: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HEMMING& WEALTH MANAGEMENT, INC. on EFV, newest first. How the timeline and the estimate are built.

HEMMING& WEALTH MANAGEMENT, INC. held 231,646 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,646 shares
    Change vs previous 13F +3,085 shares

    10.79% of the 13F portfolio, value $17,732,484.

    13F-HR 0001951757-26-001100 filed by HEMMING& WEALTH MANAGEMENT, INC.
    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 228,561 shares
    Change vs previous 13F -3,306 shares

    11.86% of the 13F portfolio, value $16,993,522.

    13F-HR 0001951757-26-000729 filed by HEMMING& WEALTH MANAGEMENT, INC.
    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 231,867 shares
    Change vs previous 13F not available

    11.33% of the 13F portfolio, value $16,557,634.

    13F-HR 0001951757-26-000500 filed by HEMMING& WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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