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Disclosery

Wambolt & Associates, LLC: EFV position timeline

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

Wambolt & Associates, LLC held 7,053 EFV shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 7,053 shares
    Change vs previous 13F -6 shares

    0.15% of the 13F portfolio, value $448,587.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 7,059 shares
    Change vs previous 13F -317 shares

    0.14% of the 13F portfolio, value $416,459.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 7,376 shares
    Change vs previous 13F -1,205 shares

    0.12% of the 13F portfolio, value $387,052.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 8,581 shares
    Change vs previous 13F -3,029 shares

    0.13% of the 13F portfolio, value $490,403.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 11,610 shares
    Change vs previous 13F -3,939 shares

    0.18% of the 13F portfolio, value $618,928.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 15,549 shares
    Change vs previous 13F -13,000 shares

    0.25% of the 13F portfolio, value $840,427.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 28,549 shares
    Change vs previous 13F -21,861 shares

    0.49% of the 13F portfolio, value $1,487,406.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 50,410 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,427,236.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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