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Lineweaver Wealth Advisors, LLC: EFV position timeline

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

Lineweaver Wealth Advisors, LLC held 78,439 EFV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 78,439 shares
    Change vs previous 13F +474 shares

    0.72% of the 13F portfolio, value $6,207,695.

    13F-HR 0001797873-26-000006 filed by Lineweaver Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 77,965 shares
    Change vs previous 13F -125,521 shares

    0.71% of the 13F portfolio, value $5,968,198.

    13F-HR 0001797873-26-000005 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 203,486 shares
    Change vs previous 13F -1,091 shares

    2.04% of the 13F portfolio, value $15,129,184.

    13F-HR 0001797873-26-000002 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 204,577 shares
    Change vs previous 13F +5,598 shares

    1.99% of the 13F portfolio, value $14,608,821.

    13F-HR 0001797873-26-000001 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 198,979 shares
    Change vs previous 13F +23,030 shares

    1.98% of the 13F portfolio, value $13,496,744.

    13F-HR 0001085146-25-005908 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 175,949 shares
    Change vs previous 13F -106,096 shares

    1.76% of the 13F portfolio, value $11,169,224.

    13F-HR 0001085146-25-003672 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 282,045 shares
    Change vs previous 13F +48,277 shares

    2.83% of the 13F portfolio, value $16,623,309.

    13F-HR 0001085146-25-002551 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 233,768 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $12,267,152.

    13F-HR 0001085146-25-000770 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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