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TCV Trust & Wealth Management, Inc.: EFAV position timeline

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

TCV Trust & Wealth Management, Inc. held 54,659 EFAV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,659 shares
    Change vs previous 13F -2,068 shares

    0.36% of the 13F portfolio, value $4,794,140.

    13F-HR 0001140361-26-029583 filed by TCV Trust & Wealth Management, 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 56,727 shares
    Change vs previous 13F -180 shares

    0.43% of the 13F portfolio, value $5,183,145.

    13F-HR 0001140361-26-015860 filed by TCV Trust & Wealth Management, 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 56,907 shares
    Change vs previous 13F +1,201 shares

    0.4% of the 13F portfolio, value $4,908,228.

    13F-HR 0001140361-26-002130 filed by TCV Trust & Wealth Management, 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 55,706 shares
    Change vs previous 13F +1,587 shares

    0.4% of the 13F portfolio, value $4,725,539.

    13F-HR 0001140361-25-039035 filed by TCV Trust & Wealth Management, 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 54,119 shares
    Change vs previous 13F -980 shares

    0.4% of the 13F portfolio, value $4,549,242.

    13F-HR 0001140361-25-025564 filed by TCV Trust & Wealth Management, 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 55,099 shares
    Change vs previous 13F +1,477 shares

    0.4% of the 13F portfolio, value $4,293,313.

    13F-HR 0001140361-25-015354 filed by TCV Trust & Wealth Management, 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 53,622 shares
    Change vs previous 13F -486 shares

    0.35% of the 13F portfolio, value $3,791,611.

    13F-HR 0001140361-25-002309 filed by TCV Trust & Wealth Management, 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 54,108 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,150,082.

    13F-HR 0001140361-24-044082 filed by TCV Trust & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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