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Disclosery

VANCE WEALTH, LLC: EFV position timeline

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

VANCE WEALTH, LLC held 49,462 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,462 shares
    Change vs previous 13F -1,104 shares

    0.85% of the 13F portfolio, value $3,786,321.

    13F-HR 0001951757-26-001264 filed by VANCE WEALTH, 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 50,566 shares
    Change vs previous 13F -2,065 shares

    1.09% of the 13F portfolio, value $3,759,586.

    13F-HR 0001951757-26-000879 filed by VANCE WEALTH, 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/A 52,631 shares
    Change vs previous 13F -1,314 shares

    1.12% of the 13F portfolio, value $3,758,384.

    13F-HR/A 0001951757-26-000476 filed by VANCE WEALTH, 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 53,945 shares
    Change vs previous 13F -2,317 shares

    1.13% of the 13F portfolio, value $3,659,090.

    13F-HR 0001951757-25-001441 filed by VANCE WEALTH, 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 56,262 shares
    Change vs previous 13F -1,767 shares

    1.2% of the 13F portfolio, value $3,571,512.

    13F-HR 0001951757-25-001086 filed by VANCE WEALTH, 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 58,029 shares
    Change vs previous 13F -4,675 shares

    1.29% of the 13F portfolio, value $3,420,229.

    13F-HR 0001951757-25-000555 filed by VANCE WEALTH, 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 62,704 shares
    Change vs previous 13F -2,551 shares

    1.27% of the 13F portfolio, value $3,290,079.

    13F-HR 0001951757-25-000262 filed by VANCE WEALTH, LLC
    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 65,255 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $3,754,120.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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