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Disclosery

Laurel Wealth Planning LLC: EFIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Laurel Wealth Planning LLC on EFIV, newest first. How the timeline and the estimate are built.

Laurel Wealth Planning LLC held 155,404 EFIV 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 155,404 shares
    Change vs previous 13F -2,647 shares

    5.01% of the 13F portfolio, value $11,333,614.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 158,051 shares
    Change vs previous 13F -2,015 shares

    5.26% of the 13F portfolio, value $9,969,921.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 160,066 shares
    Change vs previous 13F -9,787 shares

    5.87% of the 13F portfolio, value $10,588,366.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 169,853 shares
    Change vs previous 13F -7,426 shares

    5.71% of the 13F portfolio, value $10,800,953.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning 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 177,279 shares
    Change vs previous 13F -20,248 shares

    5.9% of the 13F portfolio, value $10,379,686.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning 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 197,527 shares
    Change vs previous 13F -15,076 shares

    7.02% of the 13F portfolio, value $10,567,695.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning 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 212,603 shares
    Change vs previous 13F -2,588 shares

    7.75% of the 13F portfolio, value $12,008,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning 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 215,191 shares
    Change vs previous 13F not available

    7.84% of the 13F portfolio, value $11,999,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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