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Disclosery

Olde Wealth Management, LLC: EFIV position timeline

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

Olde Wealth Management, LLC held 528,913 EFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 528,913 shares
    Change vs previous 13F +10,339 shares

    10.93% of the 13F portfolio, value $38,573,000.

    13F-HR 0001840760-26-000003 filed by Olde 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 518,574 shares
    Change vs previous 13F +30,908 shares

    10.35% of the 13F portfolio, value $32,711,000.

    13F-HR 0001840760-26-000002 filed by Olde 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 487,666 shares
    Change vs previous 13F +13,487 shares

    9.92% of the 13F portfolio, value $32,259,000.

    13F-HR 0001840760-26-000001 filed by Olde 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 474,179 shares
    Change vs previous 13F +229,342 shares

    9.58% of the 13F portfolio, value $31,039,000.

    13F-HR 0001840760-25-000005 filed by Olde 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 ended2025-03-31
    13F 244,837 shares
    Change vs previous 13F +28,307 shares

    4.62% of the 13F portfolio, value $13,098,000.

    13F-HR 0001840760-25-000002 filed by Olde 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 ended2024-12-31
    13F 216,530 shares
    Change vs previous 13F +23,455 shares

    4.37% of the 13F portfolio, value $12,229,000.

    13F-HR 0001898296-25-000002 filed by Olde 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 ended2024-09-30
    13F 193,075 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $10,765,000.

    13F-HR 0001898131-24-000003 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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