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Disclosery

WEALTHGARDEN F.S. LLC: EFV position timeline

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

WEALTHGARDEN F.S. LLC held 7,127 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 7,127 shares
    Change vs previous 13F -12,169 shares

    0.31% of the 13F portfolio, value $545,597.

    13F-HR 0002023633-26-000003 filed by WEALTHGARDEN F.S. 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 19,296 shares
    Change vs previous 13F -14,178 shares

    0.98% of the 13F portfolio, value $1,434,668.

    13F-HR 0002023633-26-000002 filed by WEALTHGARDEN F.S. 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 33,474 shares
    Change vs previous 13F -2,482 shares

    1.64% of the 13F portfolio, value $2,486,124.

    13F-HR 0002023633-26-000001 filed by WEALTHGARDEN F.S. 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 35,956 shares
    Change vs previous 13F -7,937 shares

    1.76% of the 13F portfolio, value $2,464,272.

    13F-HR 0002023633-25-000002 filed by WEALTHGARDEN F.S. 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 43,893 shares
    Change vs previous 13F +17,921 shares

    2.31% of the 13F portfolio, value $2,779,769.

    13F-HR 0001085146-25-004771 filed by WEALTHGARDEN F.S. 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 25,972 shares
    Change vs previous 13F -14,386 shares

    1.47% of the 13F portfolio, value $1,530,804.

    13F-HR 0001085146-25-002547 filed by WEALTHGARDEN F.S. 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 40,358 shares
    Change vs previous 13F +2,041 shares

    1.98% of the 13F portfolio, value $2,117,559.

    13F-HR 0001085146-25-000740 filed by WEALTHGARDEN F.S. 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/A 38,317 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $2,204,388.

    13F-HR/A 0001085146-24-005836 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

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