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Disclosery

Shira Ridge Wealth Management: EFAV position timeline

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

Shira Ridge Wealth Management held 11,064 EFAV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,064 shares
    Change vs previous 13F -47 shares

    0.35% of the 13F portfolio, value $1,008,141.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,111 shares
    Change vs previous 13F -102 shares

    0.34% of the 13F portfolio, value $974,565.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,213 shares
    Change vs previous 13F -179 shares

    0.41% of the 13F portfolio, value $1,024,552.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,392 shares
    Change vs previous 13F -308 shares

    0.39% of the 13F portfolio, value $982,579.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,700 shares
    Change vs previous 13F -55 shares

    0.42% of the 13F portfolio, value $992,530.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,755 shares
    Change vs previous 13F +65 shares

    0.45% of the 13F portfolio, value $988,144.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,690 shares
    Change vs previous 13F +5 shares

    0.45% of the 13F portfolio, value $910,902.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,685 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $826,262.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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