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Waldron Private Wealth LLC: EFAV position timeline

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

Waldron Private Wealth LLC held 13,521 EFAV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,521 shares
    Change vs previous 13F -28 shares

    0.04% of the 13F portfolio, value $1,185,907.

    13F-HR 0001598180-26-000005 filed by Waldron Private 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 13,549 shares
    Change vs previous 13F +163 shares

    0.05% of the 13F portfolio, value $1,237,951.

    13F-HR 0001598180-26-000004 filed by Waldron Private 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 13,386 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,154,522.

    13F-HR 0001598180-26-000001 filed by Waldron Private 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 13,386 shares
    Change vs previous 13F -96 shares

    0.05% of the 13F portfolio, value $1,135,515.

    13F-HR 0001598180-25-000005 filed by Waldron Private 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 13,482 shares
    Change vs previous 13F -363 shares

    0.05% of the 13F portfolio, value $1,133,278.

    13F-HR 0001085146-25-004382 filed by Waldron Private 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 13,845 shares
    Change vs previous 13F +3,081 shares

    0.05% of the 13F portfolio, value $1,078,784.

    13F-HR 0001085146-25-002780 filed by Waldron Private 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 10,764 shares
    Change vs previous 13F +90 shares

    0.03% of the 13F portfolio, value $761,106.

    13F-HR 0001085146-25-000463 filed by Waldron Private 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 10,674 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $818,677.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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