Skip to content
Disclosery

National Wealth Management Group, LLC: EFAV position timeline

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

National Wealth Management Group, LLC held 3,857 EFAV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,857 shares
    Change vs previous 13F -176 shares

    0.1% of the 13F portfolio, value $338,289.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 4,033 shares
    Change vs previous 13F -4,597 shares

    0.14% of the 13F portfolio, value $368,490.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 8,630 shares
    Change vs previous 13F +4,057 shares

    0.26% of the 13F portfolio, value $744,332.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 4,573 shares
    Change vs previous 13F -2,479 shares

    0.15% of the 13F portfolio, value $387,957.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 7,052 shares
    Change vs previous 13F +3,749 shares

    0.33% of the 13F portfolio, value $592,820.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 3,303 shares
    Change vs previous 13F -643 shares

    0.17% of the 13F portfolio, value $257,356.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, 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 3,946 shares
    Change vs previous 13F -44 shares

    0.19% of the 13F portfolio, value $279,009.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, 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 3,990 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $305,996.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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