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Disclosery

MN Wealth Advisors, LLC: EFV position timeline

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

MN Wealth Advisors, LLC held 0 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -7,639 shares

    13F-HR 0001992972-26-000004 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 7,639 shares
    Change vs previous 13F -4,742 shares

    0.28% of the 13F portfolio, value $567,969.

    13F-HR 0001992972-26-000002 filed by MN 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 ended2025-12-31
    13F 12,381 shares
    Change vs previous 13F -822 shares

    0.45% of the 13F portfolio, value $884,136.

    13F-HR 0001992972-26-000001 filed by MN 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 ended2025-09-30
    13F 13,203 shares
    Change vs previous 13F -4,845 shares

    0.48% of the 13F portfolio, value $895,563.

    13F-HR 0001992972-25-000007 filed by MN 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 ended2025-06-30
    13F 18,048 shares
    Change vs previous 13F +12,135 shares

    0.67% of the 13F portfolio, value $1,145,690.

    13F-HR 0001992972-25-000005 filed by MN 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 ended2025-03-31
    13F 5,913 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $348,538.

    13F-HR 0001992972-25-000002 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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