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Disclosery

Sagace Wealth Management LLC: EFV position timeline

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

Sagace Wealth Management LLC held 16,805 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,805 shares
    Change vs previous 13F +147 shares

    0.81% of the 13F portfolio, value $1,286,423.

    13F-HR 0002027449-26-000003 filed by Sagace Wealth Management 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 16,658 shares
    Change vs previous 13F -17,291 shares

    0.84% of the 13F portfolio, value $1,238,522.

    13F-HR 0002027449-26-000002 filed by Sagace Wealth Management 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 33,949 shares
    Change vs previous 13F +590 shares

    1.65% of the 13F portfolio, value $2,424,298.

    13F-HR 0002027449-26-000001 filed by Sagace Wealth Management 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 33,359 shares
    Change vs previous 13F +7,544 shares

    1.54% of the 13F portfolio, value $2,262,741.

    13F-HR 0002027449-25-000007 filed by Sagace Wealth Management 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 25,815 shares
    Change vs previous 13F -2,152 shares

    1.22% of the 13F portfolio, value $1,638,736.

    13F-HR 0002027449-25-000004 filed by Sagace Wealth Management 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 27,967 shares
    Change vs previous 13F -939 shares

    1.25% of the 13F portfolio, value $1,648,375.

    13F-HR 0002027449-25-000002 filed by Sagace Wealth Management 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 28,906 shares
    Change vs previous 13F -9,946 shares

    1.14% of the 13F portfolio, value $1,516,698.

    13F-HR 0002027449-25-000001 filed by Sagace Wealth Management 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 38,852 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $2,201,354.

    13F-HR 0002027449-24-000002 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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