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Disclosery

RCS Financial Planning, LLC: EFV position timeline

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

RCS Financial Planning, LLC held 11,678 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,678 shares
    Change vs previous 13F -4,168 shares

    0.42% of the 13F portfolio, value $893,943.

    13F-HR 0001963347-26-000003 filed by RCS Financial Planning, 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 15,846 shares
    Change vs previous 13F -40,389 shares

    0.61% of the 13F portfolio, value $1,178,142.

    13F-HR 0001963347-26-000002 filed by RCS Financial Planning, 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 56,235 shares
    Change vs previous 13F -3,884 shares

    1.73% of the 13F portfolio, value $4,015,766.

    13F-HR 0001963347-26-000001 filed by RCS Financial Planning, 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 60,119 shares
    Change vs previous 13F -3,474 shares

    1.81% of the 13F portfolio, value $4,077,853.

    13F-HR 0001963347-25-000003 filed by RCS Financial Planning, 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 63,593 shares
    Change vs previous 13F +16,354 shares

    2.01% of the 13F portfolio, value $4,036,866.

    13F-HR 0001085146-25-004205 filed by RCS Financial Planning, 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 47,239 shares
    Change vs previous 13F -5,365 shares

    1.47% of the 13F portfolio, value $2,784,292.

    13F-HR 0001085146-25-002334 filed by RCS Financial Planning, 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 52,604 shares
    Change vs previous 13F -5,135 shares

    1.47% of the 13F portfolio, value $2,760,154.

    13F-HR 0001085146-25-000421 filed by RCS Financial Planning, 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 57,739 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $3,321,702.

    13F-HR 0001085146-24-005060 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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