Efficient Wealth Management LLC
Holdings in SRG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,250 | 1,000 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $4,250 | 1,000 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $3,080 | 1,000 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $3,230 | 1,000 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $4,120 | 1,000 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $4,650 | 1,000 | Shares | Sole | 2024-10-18 |