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Disclosery

Spectrum Wealth Counsel, LLC: EFV position timeline

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

Spectrum Wealth Counsel, LLC held 229,934 EFV shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 229,934 shares
    Change vs previous 13F -84,671 shares

    1.63% of the 13F portfolio, value $13,552,313.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 314,605 shares
    Change vs previous 13F +5,026 shares

    1.94% of the 13F portfolio, value $16,507,327.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 309,579 shares
    Change vs previous 13F +145,324 shares

    2.1% of the 13F portfolio, value $17,810,083.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 164,255 shares
    Change vs previous 13F -146,326 shares

    1.1% of the 13F portfolio, value $8,712,088.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 310,581 shares
    Change vs previous 13F +2,966 shares

    2.07% of the 13F portfolio, value $16,895,609.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 307,615 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $16,026,744.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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