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Disclosery

Northwest Capital Management Inc: EFV position timeline

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

Northwest Capital Management Inc held 11,045 EFV shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 11,045 shares
    Change vs previous 13F -53,194 shares

    3.42% of the 13F portfolio, value $788,731.

    13F-HR 0001580642-26-000402 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 64,239 shares
    Change vs previous 13F -28,144 shares

    4.58% of the 13F portfolio, value $4,357,299.

    13F-HR 0001580642-25-006634 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 92,383 shares
    Change vs previous 13F -43,110 shares

    3.18% of the 13F portfolio, value $5,864,496.

    13F-HR 0001580642-25-004483 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 135,493 shares
    Change vs previous 13F -73,931 shares

    3.28% of the 13F portfolio, value $7,985,986.

    13F-HR 0001580642-25-002705 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 209,424 shares
    Change vs previous 13F -17,852 shares

    4.71% of the 13F portfolio, value $10,988,503.

    13F-HR 0001580642-25-000734 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F/A 227,276 shares
    Change vs previous 13F +48,072 shares

    4.71% of the 13F portfolio, value $13,075,209.

    13F-HR/A 0001580642-24-006174 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 179,204 shares
    Change vs previous 13F -45,908 shares

    3.47% of the 13F portfolio, value $9,504,999.

    13F-HR 0001580642-24-003593 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 225,112 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $12,246,069.

    13F-HR 0001580642-24-002061 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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