Efficient Wealth Management LLC
CIK
0001792704
City
THE WOODLANDS
State / Country
TX
Holdings in EMD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,052 | 99 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $1,021 | 99 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $994 | 99 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $5,924 | 599 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $5,762 | 599 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $6,097 | 599 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $9,673 | 1,039 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $9,984 | 1,039 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $9,569 | 1,039 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $8,623 | 1,039 | Shares | Sole | 2023-10-20 |
| 2023-06-30 | $8,956 | 1,039 | Shares | Sole | 2023-07-14 |
| 2023-03-31 | $8,925 | 1,039 | Shares | Sole | 2023-05-05 |
| 2022-12-31 | $9,465 | 1,039 | Shares | Sole | 2023-01-30 |
| 2022-09-30 | $8,291 | 1,039 | Shares | Sole | 2022-10-31 |
| 2022-06-30 | $9,174 | 1,039 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $11,148 | 1,039 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $13,299 | 1,039 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $14,130 | 1,039 | Shares | Sole | 2021-11-01 |
| 2021-06-30 | $14,556 | 1,039 | Shares | Sole | 2021-07-27 |
| 2021-03-31 | $13,735 | 1,039 | Shares | Sole | 2021-05-06 |
| 2020-12-31 | $14,442 | 1,039 | Shares | Sole | 2021-01-26 |
| 2020-09-30 | $12,800 | 1,039 | Shares | Sole | 2020-10-30 |