Skip to content
Disclosery

W ADVISORS, LLC: EFV position timeline

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

W ADVISORS, LLC held 41,539 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,539 shares
    Change vs previous 13F -12,276 shares

    1.45% of the 13F portfolio, value $3,179,810.

    13F-HR 0001172661-26-002980 filed by W ADVISORS, 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 53,815 shares
    Change vs previous 13F +918 shares

    2.05% of the 13F portfolio, value $4,001,146.

    13F-HR 0001172661-26-001570 filed by W ADVISORS, 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 52,897 shares
    Change vs previous 13F -558 shares

    1.9% of the 13F portfolio, value $3,777,374.

    13F-HR 0001172661-26-000770 filed by W ADVISORS, 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 53,455 shares
    Change vs previous 13F -5,658 shares

    1.91% of the 13F portfolio, value $3,625,853.

    13F-HR 0001172661-25-004935 filed by W ADVISORS, 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 59,113 shares
    Change vs previous 13F +9,990 shares

    2.15% of the 13F portfolio, value $3,752,493.

    13F-HR 0001172661-25-002933 filed by W ADVISORS, 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 49,123 shares
    Change vs previous 13F -7,897 shares

    1.81% of the 13F portfolio, value $2,895,310.

    13F-HR 0001172661-25-001769 filed by W ADVISORS, 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 57,020 shares
    Change vs previous 13F -348 shares

    1.85% of the 13F portfolio, value $2,991,839.

    13F-HR 0001172661-25-000311 filed by W ADVISORS, 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 57,368 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $3,300,381.

    13F-HR 0001172661-24-004378 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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