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Salus Financial Advisors, LLC: EFV position timeline

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

Salus Financial Advisors, LLC held 45,581 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,581 shares
    Change vs previous 13F -340 shares

    1.72% of the 13F portfolio, value $3,489,260.

    13F-HR 0001951757-26-001126 filed by Salus Financial Advisors, 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 45,921 shares
    Change vs previous 13F -570 shares

    1.99% of the 13F portfolio, value $3,414,243.

    13F-HR 0001951757-26-000714 filed by Salus Financial Advisors, 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 46,491 shares
    Change vs previous 13F -1,457 shares

    1.99% of the 13F portfolio, value $3,319,939.

    13F-HR 0001951757-26-000242 filed by Salus Financial Advisors, 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 47,948 shares
    Change vs previous 13F +379 shares

    2.01% of the 13F portfolio, value $3,252,287.

    13F-HR 0001951757-25-001315 filed by Salus Financial Advisors, 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 47,569 shares
    Change vs previous 13F -799 shares

    2.03% of the 13F portfolio, value $3,019,656.

    13F-HR 0001951757-25-000998 filed by Salus Financial Advisors, 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 48,368 shares
    Change vs previous 13F -5,165 shares

    2.16% of the 13F portfolio, value $2,850,796.

    13F-HR 0001951757-25-000451 filed by Salus Financial Advisors, 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 53,533 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $2,808,865.

    13F-HR 0001951757-25-000264 filed by Salus Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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