Skip to content
Disclosery

Provenance Wealth Advisors, LLC: EFA position timeline

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

Provenance Wealth Advisors, LLC held 96,509 EFA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,509 shares
    Change vs previous 13F +42 shares

    0.96% of the 13F portfolio, value $10,025,355.

    13F-HR 0002081584-26-000004 filed by Provenance Wealth Advisors, 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 96,467 shares
    Change vs previous 13F +419 shares

    0.99% of the 13F portfolio, value $9,369,840.

    13F-HR 0002081584-26-000003 filed by Provenance Wealth Advisors, 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 96,048 shares
    Change vs previous 13F -13,708 shares

    1.02% of the 13F portfolio, value $9,223,489.

    13F-HR 0002081584-26-000001 filed by Provenance Wealth Advisors, 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 109,756 shares
    Change vs previous 13F -18 shares

    1.32% of the 13F portfolio, value $10,247,918.

    13F-HR 0002081584-25-000010 filed by Provenance Wealth Advisors, 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 109,774 shares
    Change vs previous 13F +16,436 shares

    1.41% of the 13F portfolio, value $9,812,698.

    13F-HR 0001932363-25-000002 filed by Provenance Wealth Advisors, 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 93,338 shares
    Change vs previous 13F -6,455 shares

    1.1% of the 13F portfolio, value $7,628,515.

    13F-HR 0002081584-25-000007 filed by Provenance Wealth Advisors, 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 99,793 shares
    Change vs previous 13F +62,225 shares

    0.97% of the 13F portfolio, value $7,545,349.

    13F-HR 0002081584-25-000006 filed by Provenance Wealth Advisors, 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 37,568 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,141,812.

    13F-HR 0002081584-25-000005 filed by Provenance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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