Efficient Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Efficient Wealth Management going back to Oct. 31, 2019
- Avion Wealth 2024 Q1 - filed May 3, 2024 - new!
- Avion Wealth 2023 Q4 - filed Jan. 26, 2024
- Avion Wealth 2023 Q3 - filed Oct. 20, 2023
- Avion Wealth 2023 Q2 - filed July 14, 2023
- Avion Wealth 2023 Q1 - filed May 5, 2023
- Avion Wealth 2022 Q4 - filed Jan. 30, 2023
- Avion Wealth 2022 Q3 - filed Oct. 31, 2022
- Avion Wealth 2022 Q2 - filed Aug. 11, 2022
- Avion Wealth 2022 Q1 - filed May 4, 2022
- Avion Wealth 2021 Q4 - filed Jan. 26, 2022
- Avion Wealth 2021 Q3 - filed Nov. 1, 2021
- Avion Wealth 2021 Q2 - filed July 27, 2021
- Avion Wealth 2021 Q1 - filed May 6, 2021
- Avion Wealth 2020 Q4 - filed Jan. 26, 2021
- Avion Wealth 2020 Q3 - filed Oct. 30, 2020
- Efficient Wealth Management 2020 Q2 - filed July 29, 2020
- Efficient Wealth Management 2020 Q1 - filed April 8, 2020
- Efficient Wealth Management 2019 Q4 - filed Jan. 29, 2020
- Efficient Wealth Management 2019 Q3 - filed Oct. 31, 2019