Efficient Wealth Management LLC
Holdings in ICCM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,569 | 5,851 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $5,938 | 5,851 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $4,980 | 5,000 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $2,940 | 2,500 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $2,750 | 2,500 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $1,525 | 2,500 | Shares | Sole | 2024-10-18 |