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MorganRosel Wealth Management, LLC: EFAV position timeline

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

MorganRosel Wealth Management, LLC held 30,830 EFAV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,830 shares
    Change vs previous 13F +2,988 shares

    0.91% of the 13F portfolio, value $2,704,099.

    13F-HR 0001986152-26-000156 filed by MorganRosel Wealth Management, LLC
    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 27,842 shares
    Change vs previous 13F -15,630 shares

    1% of the 13F portfolio, value $2,543,924.

    13F-HR 0001986152-26-000063 filed by MorganRosel 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 ended2025-12-31
    13F 43,472 shares
    Change vs previous 13F +2,646 shares

    0.94% of the 13F portfolio, value $3,749,460.

    13F-HR 0001986152-26-000032 filed by MorganRosel 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 ended2025-09-30
    13F 40,826 shares
    Change vs previous 13F +440 shares

    0.9% of the 13F portfolio, value $3,463,270.

    13F-HR 0001753218-25-000002 filed by MorganRosel 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 ended2025-06-30
    13F 40,386 shares
    Change vs previous 13F -964 shares

    0.93% of the 13F portfolio, value $3,394,847.

    13F-HR 0001986152-25-000055 filed by MorganRosel 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 ended2025-03-31
    13F 41,350 shares
    Change vs previous 13F -70 shares

    0.98% of the 13F portfolio, value $3,221,992.

    13F-HR 0001986152-25-000035 filed by MorganRosel 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 ended2024-12-31
    13F 41,420 shares
    Change vs previous 13F +1,481 shares

    0.96% of the 13F portfolio, value $2,928,808.

    13F-HR 0001986152-25-000019 filed by MorganRosel 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 ended2024-09-30
    13F 39,939 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $3,063,321.

    13F-HR 0001085146-24-004839 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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