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Disclosery

MONEYWISE, INC.: ELCV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONEYWISE, INC. on ELCV, newest first. How the timeline and the estimate are built.

MONEYWISE, INC. held 62,607 ELCV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,607 shares
    Change vs previous 13F +4,887 shares

    0.77% of the 13F portfolio, value $2,057,902.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 57,720 shares
    Change vs previous 13F +2,890 shares

    0.73% of the 13F portfolio, value $1,673,886.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 54,830 shares
    Change vs previous 13F +5,344 shares

    0.61% of the 13F portfolio, value $1,455,183.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    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 49,486 shares
    Change vs previous 13F +19,191 shares

    0.6% of the 13F portfolio, value $1,323,396.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    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 30,295 shares
    Change vs previous 13F +1,405 shares

    0.36% of the 13F portfolio, value $769,585.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    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 28,890 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $719,075.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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