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Monterey Private Wealth, Inc.: EFAV position timeline

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

Monterey Private Wealth, Inc. held 27,066 EFAV 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 27,066 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $2,108,968.

    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 27,066 shares
    Change vs previous 13F +329 shares

    0.63% of the 13F portfolio, value $1,913,824.

    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 26,737 shares
    Change vs previous 13F -1 shares

    0.7% of the 13F portfolio, value $2,050,722.

    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 26,738 shares
    Change vs previous 13F +543 shares

    0.69% of the 13F portfolio, value $1,854,407.

    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 26,195 shares
    Change vs previous 13F -1 shares

    0.75% of the 13F portfolio, value $1,856,673.

    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 26,196 shares
    Change vs previous 13F +306 shares

    0.82% of the 13F portfolio, value $1,816,407.

    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 25,890 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $1,688,521.

    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 25,890 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,747,564.

    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).