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Disclosery

Westside Investment Management, Inc.: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westside Investment Management, Inc. on EFV, newest first. How the timeline and the estimate are built.

Westside Investment Management, Inc. held 18,280 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 18,280 shares
    Change vs previous 13F +632 shares

    0.18% of the 13F portfolio, value $1,399,357.

    13F-HR 0001538383-26-000004 filed by Westside Investment Management, Inc.
    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 17,648 shares
    Change vs previous 13F -550 shares

    0.2% of the 13F portfolio, value $1,312,145.

    13F-HR 0001538383-26-000002 filed by Westside Investment Management, Inc.
    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 18,198 shares
    Change vs previous 13F -516 shares

    0.21% of the 13F portfolio, value $1,299,535.

    13F-HR 0001538383-26-000001 filed by Westside Investment Management, Inc.
    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 18,714 shares
    Change vs previous 13F -160 shares

    0.2% of the 13F portfolio, value $1,269,435.

    13F-HR 0001538383-25-000006 filed by Westside Investment Management, Inc.
    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 18,874 shares
    Change vs previous 13F -708 shares

    0.22% of the 13F portfolio, value $1,198,180.

    13F-HR 0001538383-25-000005 filed by Westside Investment Management, Inc.
    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 19,582 shares
    Change vs previous 13F -1,386 shares

    0.25% of the 13F portfolio, value $1,154,199.

    13F-HR 0001538383-25-000002 filed by Westside Investment Management, Inc.
    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 20,968 shares
    Change vs previous 13F -49 shares

    0.23% of the 13F portfolio, value $1,100,222.

    13F-HR 0001538383-25-000001 filed by Westside Investment Management, Inc.
    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 21,017 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,209,153.

    13F-HR 0001538383-24-000005 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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