Efficient Wealth Management LLC
Holdings in UP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,312 | 2,000 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $3,680 | 2,000 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $2,140 | 2,000 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $2,020 | 2,000 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $3,300 | 2,000 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $4,840 | 2,000 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $3,780 | 2,000 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $5,740 | 2,000 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $6,860 | 2,000 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $4,572 | 2,209 | Shares | Sole | 2023-10-20 |
| 2023-06-30 | $177 | 152 | Shares | Other | 2023-07-14 |