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McNaughton Wealth Management, LLC: EFAV position timeline

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

McNaughton Wealth Management, LLC held 20,079 EFAV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,079 shares
    Change vs previous 13F -427 shares

    0.64% of the 13F portfolio, value $1,829,616.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,506 shares
    Change vs previous 13F -988 shares

    0.64% of the 13F portfolio, value $1,798,599.

    13F-HR 0001802691-26-000004 filed by McNaughton 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 ended2026-03-31
    13F 21,494 shares
    Change vs previous 13F -302 shares

    0.81% of the 13F portfolio, value $1,963,916.

    13F-HR 0001802691-26-000002 filed by McNaughton Wealth Management, 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 21,796 shares
    Change vs previous 13F +15 shares

    0.77% of the 13F portfolio, value $1,879,913.

    13F-HR 0001802691-26-000001 filed by McNaughton Wealth Management, 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 21,781 shares
    Change vs previous 13F +405 shares

    0.78% of the 13F portfolio, value $1,847,710.

    13F-HR 0001085146-25-005827 filed by McNaughton Wealth Management, 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 21,376 shares
    Change vs previous 13F -68 shares

    0.8% of the 13F portfolio, value $1,796,894.

    13F-HR 0001085146-25-004023 filed by McNaughton Wealth Management, 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 21,444 shares
    Change vs previous 13F -80,910 shares

    0.81% of the 13F portfolio, value $1,670,916.

    13F-HR 0001085146-25-001950 filed by McNaughton Wealth Management, 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 102,354 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $7,237,420.

    13F-HR 0001085146-25-000158 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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