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Vermillion & White Wealth Management Group, LLC: EFV position timeline

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

Vermillion & White Wealth Management Group, LLC held 8,826 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,826 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $675,611.

    13F-HR 0001862443-26-000004 filed by Vermillion & White Wealth Management Group, 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/A 8,826 shares
    Change vs previous 13F -46 shares

    0.38% of the 13F portfolio, value $656,195.

    13F-HR/A 0001862443-26-000003 filed by Vermillion & White Wealth Management Group, 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 8,872 shares
    Change vs previous 13F +1 shares

    0.34% of the 13F portfolio, value $633,532.

    13F-HR 0001862443-26-000001 filed by Vermillion & White Wealth Management Group, 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 8,871 shares
    Change vs previous 13F -1 shares

    0.34% of the 13F portfolio, value $601,771.

    13F-HR 0001862443-25-000007 filed by Vermillion & White Wealth Management Group, 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 8,872 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $563,179.

    13F-HR 0002036114-25-000003 filed by Vermillion & White Wealth Management Group, 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 8,872 shares
    Change vs previous 13F -8,558 shares

    0.38% of the 13F portfolio, value $522,901.

    13F-HR 0001862443-25-000004 filed by Vermillion & White Wealth Management Group, 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 17,430 shares
    Change vs previous 13F +64 shares

    0.67% of the 13F portfolio, value $914,539.

    13F-HR 0001862443-25-000001 filed by Vermillion & White Wealth Management Group, 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 17,366 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $999,052.

    13F-HR 0002036114-24-000001 filed by Vermillion & White Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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