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Disclosery

Mosley Wealth Management: EFV position timeline

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

Mosley Wealth Management held 19,083 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 19,083 shares
    Change vs previous 13F -85,861 shares

    0.46% of the 13F portfolio, value $1,460,793.

    13F-HR 0002011849-26-000003 filed by Mosley Wealth Management
    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 104,944 shares
    Change vs previous 13F +540 shares

    3.22% of the 13F portfolio, value $7,118,366.

    13F-HR 0002011849-26-000002 filed by Mosley Wealth Management
    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 104,404 shares
    Change vs previous 13F +5,913 shares

    3.26% of the 13F portfolio, value $7,123,499.

    13F-HR 0002011849-26-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 98,491 shares
    Change vs previous 13F +10,096 shares

    3.34% of the 13F portfolio, value $5,401,263.

    13F-HR 0002011849-25-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 88,395 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $4,947,490.

    13F-HR 0002011849-24-000005 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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