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Monterey Private Wealth, Inc.: EFA position timeline

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

Monterey Private Wealth, Inc. held 115,777 EFA shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 115,777 shares
    Change vs previous 13F -1,484 shares

    2.79% of the 13F portfolio, value $9,462,470.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 117,261 shares
    Change vs previous 13F +331 shares

    2.92% of the 13F portfolio, value $8,866,119.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 116,930 shares
    Change vs previous 13F -1,156 shares

    3.33% of the 13F portfolio, value $9,778,892.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 118,086 shares
    Change vs previous 13F +1,215 shares

    3.46% of the 13F portfolio, value $9,249,658.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 116,871 shares
    Change vs previous 13F -357 shares

    3.75% of the 13F portfolio, value $9,333,335.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 117,228 shares
    Change vs previous 13F -5,922 shares

    3.99% of the 13F portfolio, value $8,833,125.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 123,150 shares
    Change vs previous 13F +222 shares

    4.27% of the 13F portfolio, value $8,487,508.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 122,928 shares
    Change vs previous 13F not available

    4.32% of the 13F portfolio, value $8,912,297.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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