Position in EFXT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$270,075
+$29,495 QoQ
Shares Held
11,019
-4.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#133
of 167 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EFXT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Aprio Wealth Management, LLC holds $1,723,462 across 4 Oil & Gas Equipment & Services names. EFXT ranks #3 (15.7% of the industry book) .
All Filings in EFXT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,075 | 11,019 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $240,580 | 11,500 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $181,827 | 11,784 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $127,031 | 11,784 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $91,476 | 11,594 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||