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Disclosery

Keebeck Wealth Management: EFV position timeline

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

Keebeck Wealth Management held 168,799 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,799 shares
    Change vs previous 13F -64,207 shares

    1.26% of the 13F portfolio, value $12,921,563.

    13F-HR 0001172661-26-003296 filed by Keebeck 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 233,006 shares
    Change vs previous 13F -5,673 shares

    1.95% of the 13F portfolio, value $17,323,996.

    13F-HR 0001172661-26-001942 filed by Keebeck 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 238,679 shares
    Change vs previous 13F -6,557 shares

    1.97% of the 13F portfolio, value $17,044,067.

    13F-HR 0001172661-26-000927 filed by Keebeck 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 245,236 shares
    Change vs previous 13F -60,574 shares

    1.97% of the 13F portfolio, value $16,634,358.

    13F-HR 0001172661-25-004934 filed by Keebeck 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 305,810 shares
    Change vs previous 13F +42,033 shares

    2.55% of the 13F portfolio, value $19,412,819.

    13F-HR 0001172661-25-003388 filed by Keebeck 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 263,777 shares
    Change vs previous 13F +4,304 shares

    2.3% of the 13F portfolio, value $15,547,016.

    13F-HR 0001172661-25-001975 filed by Keebeck 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 259,473 shares
    Change vs previous 13F -4,760 shares

    1.96% of the 13F portfolio, value $13,614,548.

    13F-HR 0001172661-25-000854 filed by Keebeck 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 264,233 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $15,201,324.

    13F-HR 0001172661-24-004848 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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