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Ridgeline Wealth, LLC: EFV position timeline

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

Ridgeline Wealth, LLC held 26,401 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,401 shares
    Change vs previous 13F -331 shares

    1.18% of the 13F portfolio, value $2,020,970.

    13F-HR 0001934226-26-000003 filed by Ridgeline 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 26,732 shares
    Change vs previous 13F -13,951 shares

    1.42% of the 13F portfolio, value $1,987,498.

    13F-HR 0001934226-26-000002 filed by Ridgeline 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 40,683 shares
    Change vs previous 13F -648 shares

    2.01% of the 13F portfolio, value $2,905,175.

    13F-HR 0001934226-26-000001 filed by Ridgeline 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 41,331 shares
    Change vs previous 13F -933 shares

    2.07% of the 13F portfolio, value $2,803,495.

    13F-HR 0001934226-25-000008 filed by Ridgeline 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 42,264 shares
    Change vs previous 13F -3,296 shares

    2.19% of the 13F portfolio, value $2,682,944.

    13F-HR 0001934226-25-000005 filed by Ridgeline 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 45,560 shares
    Change vs previous 13F -1,812 shares

    2.28% of the 13F portfolio, value $2,685,304.

    13F-HR 0001934226-25-000003 filed by Ridgeline 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 47,372 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $2,485,611.

    13F-HR 0001934226-25-000001 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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