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Disclosery

Wealth Quarterback LLC: EFV position timeline

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

Wealth Quarterback LLC held 10,136 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,136 shares
    Change vs previous 13F -30,733 shares

    0.24% of the 13F portfolio, value $775,876.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 40,869 shares
    Change vs previous 13F -5,438 shares

    1.2% of the 13F portfolio, value $3,038,585.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 46,307 shares
    Change vs previous 13F +4,717 shares

    1.19% of the 13F portfolio, value $3,306,797.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback 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 41,590 shares
    Change vs previous 13F +2,350 shares

    1.09% of the 13F portfolio, value $2,821,024.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback 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 39,240 shares
    Change vs previous 13F +24,021 shares

    1.18% of the 13F portfolio, value $2,490,950.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback 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 15,219 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $897,031.

    13F-HR 0001803386-25-000003 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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