Riverbend Wealth Management, LLC: EFV position timeline

Riverbend Wealth Management, LLC held 20,349 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 20,349 shares

   Change vs previous 13F +1,733 shares

   0.79% of the 13F portfolio, value $1,557,750.

   13F-HR 0002055570-26-000003 filed by Riverbend Wealth Management, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 18,616 shares

   Change vs previous 13F +572 shares

   0.86% of the 13F portfolio, value $1,384,124.

   13F-HR 0002055570-26-000002 filed by Riverbend Wealth Management, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 18,044 shares

   Change vs previous 13F +752 shares

   0.81% of the 13F portfolio, value $1,288,546.

   13F-HR 0002055570-26-000001 filed by Riverbend Wealth Management, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 17,292 shares

   Change vs previous 13F +437 shares

   0.82% of the 13F portfolio, value $1,172,939.

   13F-HR 0002055570-25-000002 filed by Riverbend Wealth Management, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 16,855 shares

   Change vs previous 13F not available

   0.81% of the 13F portfolio, value $1,069,930.

   13F-HR 0001085146-25-004236 filed by Riverbend Wealth Management, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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