WEALTHCARE CAPITAL MANAGEMENT LLC: EFV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHCARE CAPITAL MANAGEMENT LLC on EFV, newest first. How the timeline and the estimate are built.
WEALTHCARE CAPITAL MANAGEMENT LLC held 0 EFV shares at 2025-09-30 per its 13F-HR filed 2025-11-07.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -3,303 shares
13F-HR 0001951757-25-001336 filed by WEALTHCARE CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 3,303 sharesChange vs previous 13F -186 shares
0.02% of the 13F portfolio, value $209,674.
13F-HR 0001951757-25-000906 filed by WEALTHCARE CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,489 sharesChange vs previous 13F -3,160 shares
0.02% of the 13F portfolio, value $205,642.
13F-HR 0001951757-25-000365 filed by WEALTHCARE CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,649 sharesChange vs previous 13F -132 shares
0.04% of the 13F portfolio, value $348,873.
13F-HR 0001951757-25-000038 filed by WEALTHCARE CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,781 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $390,111.
13F-HR 0001951757-24-001167 filed by WEALTHCARE CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).