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Disclosery

Wedmont Private Capital: EFV position timeline

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

Wedmont Private Capital held 7,290 EFV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,290 shares
    Change vs previous 13F +3,254 shares

    0.01% of the 13F portfolio, value $568,395.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,036 shares
    Change vs previous 13F -374 shares

    0.01% of the 13F portfolio, value $316,418.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,410 shares
    Change vs previous 13F -406 shares

    0.01% of the 13F portfolio, value $342,750.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,816 shares
    Change vs previous 13F +77 shares

    0.01% of the 13F portfolio, value $346,289.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,739 shares
    Change vs previous 13F -2,206 shares

    0.01% of the 13F portfolio, value $322,698.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,945 shares
    Change vs previous 13F +550 shares

    0.02% of the 13F portfolio, value $445,827.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,395 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $361,937.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,395 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $331,754.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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