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Spectrum Planning & Advisory Services Inc.: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Planning & Advisory Services Inc. on EFV, newest first. How the timeline and the estimate are built.

Spectrum Planning & Advisory Services Inc. held 29,634 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,634 shares
    Change vs previous 13F -42,687 shares

    1.02% of the 13F portfolio, value $2,268,445.

    13F-HR 0001951757-26-000996 filed by Spectrum Planning & Advisory Services Inc.
    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 72,321 shares
    Change vs previous 13F -34,318 shares

    2.66% of the 13F portfolio, value $5,377,098.

    13F-HR 0001951757-26-000622 filed by Spectrum Planning & Advisory Services Inc.
    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 106,639 shares
    Change vs previous 13F -12,761 shares

    3.92% of the 13F portfolio, value $7,615,056.

    13F-HR 0001951757-26-000414 filed by Spectrum Planning & Advisory Services Inc.
    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 119,400 shares
    Change vs previous 13F -2,014 shares

    4.57% of the 13F portfolio, value $8,098,903.

    13F-HR 0001951757-25-001413 filed by Spectrum Planning & Advisory Services Inc.
    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 121,414 shares
    Change vs previous 13F +8,830 shares

    4.98% of the 13F portfolio, value $7,707,350.

    13F-HR 0001951757-25-000836 filed by Spectrum Planning & Advisory Services Inc.
    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 112,584 shares
    Change vs previous 13F +11,553 shares

    5.52% of the 13F portfolio, value $6,635,691.

    13F-HR 0001951757-25-000398 filed by Spectrum Planning & Advisory Services Inc.
    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 101,031 shares
    Change vs previous 13F +1,464 shares

    4.6% of the 13F portfolio, value $5,301,110.

    13F-HR 0001951757-25-000096 filed by Spectrum Planning & Advisory Services Inc.
    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 99,567 shares
    Change vs previous 13F not available

    5.51% of the 13F portfolio, value $5,728,098.

    13F-HR 0001951757-24-001186 filed by Spectrum Planning & Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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