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Disclosery

MA Private Wealth: EFV position timeline

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

MA Private Wealth held 237,000 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 237,000 shares
    Change vs previous 13F -20,409 shares

    2.7% of the 13F portfolio, value $18,142,325.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 257,409 shares
    Change vs previous 13F -141,021 shares

    3.24% of the 13F portfolio, value $19,138,359.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 398,430 shares
    Change vs previous 13F -3,147 shares

    4.75% of the 13F portfolio, value $28,451,886.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 401,577 shares
    Change vs previous 13F +7,663 shares

    4.58% of the 13F portfolio, value $27,238,968.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 393,914 shares
    Change vs previous 13F +5,138 shares

    4.47% of the 13F portfolio, value $25,005,661.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 388,776 shares
    Change vs previous 13F -3,516 shares

    4.31% of the 13F portfolio, value $22,914,457.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 392,292 shares
    Change vs previous 13F +8,123 shares

    3.85% of the 13F portfolio, value $20,583,561.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 384,169 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $22,101,243.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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