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Disclosery

Peninsula Wealth, LLC: EFV position timeline

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

Peninsula Wealth, LLC held 123,589 EFV shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 123,589 shares
    Change vs previous 13F +9,007 shares

    1.11% of the 13F portfolio, value $6,484,733.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 114,582 shares
    Change vs previous 13F -19,410 shares

    1.13% of the 13F portfolio, value $6,460,126.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 133,992 shares
    Change vs previous 13F +72,392 shares

    1.38% of the 13F portfolio, value $7,403,051.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F/A 61,600 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,351,023.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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