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McCartney Wealth Management LLC: EFV position timeline

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

McCartney Wealth Management LLC held 13,848 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,848 shares
    Change vs previous 13F -62 shares

    0.8% of the 13F portfolio, value $1,060,064.

    13F-HR 0002110693-26-000003 filed by McCartney Wealth Management 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 13,910 shares
    Change vs previous 13F -3 shares

    0.87% of the 13F portfolio, value $1,034,209.

    13F-HR 0002110693-26-000002 filed by McCartney Wealth Management 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 13,913 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $993,527.

    13F-HR 0002110693-26-000001 filed by McCartney Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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