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PUREfi Wealth, LLC: EFV position timeline

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

PUREfi Wealth, LLC held 14,986 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,986 shares
    Change vs previous 13F -1,575 shares

    0.63% of the 13F portfolio, value $1,147,193.

    13F-HR 0002001520-26-000003 filed by PUREfi 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 ended2026-03-31
    13F 16,561 shares
    Change vs previous 13F +4,791 shares

    0.81% of the 13F portfolio, value $1,231,311.

    13F-HR 0002001520-26-000002 filed by PUREfi 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 ended2025-12-31
    13F 11,770 shares
    Change vs previous 13F -1,457 shares

    0.64% of the 13F portfolio, value $840,497.

    13F-HR 0002001520-26-000001 filed by PUREfi 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 ended2025-09-30
    13F 13,227 shares
    Change vs previous 13F -1,483 shares

    0.69% of the 13F portfolio, value $897,178.

    13F-HR 0002001520-25-000005 filed by PUREfi Wealth, 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 14,710 shares
    Change vs previous 13F +5,331 shares

    0.75% of the 13F portfolio, value $933,782.

    13F-HR 0002001520-25-000003 filed by PUREfi Wealth, 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 9,379 shares
    Change vs previous 13F -416 shares

    0.55% of the 13F portfolio, value $552,782.

    13F-HR 0002001520-25-000002 filed by PUREfi Wealth, 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 9,795 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $513,961.

    13F-HR 0002001520-25-000001 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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