Efficient Wealth Management »

Evercommerce shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Evercommerce (EVCM) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Evercommerce

Tip: Access up to 7 years of quarterly data

All positions including Evercommerce held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Evercommerce by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $0 54 0.00
2025-06-30 $0 54 0.00
2024-09-30 $0 54 0.00
2024-06-30 $0 54 0.00

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Growth Etf (VUG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient Wealth Management

Top funds holding Evercommerce

PSG Equity
Silver Lake Group
40 North Industries
Blue Owl Capital Holdings
BlackRock
Arrowstreet Capital, Limited Partnership
Geode Capital Management
State Street Corporation
Vanguard Group
Wellington Management Company
Skandinaviska Enskilda Banken AB
Northern Trust
Morgan Stanley
Charles Schwab Investment Management
Woodline Partners

View all funds holding Evercommerce