BRAVE ASSET MANAGEMENT INC EFV — ISHARES TR

Ownership history in BRAVE ASSET MANAGEMENT INC  ·  14 quarters on record

AI Ownership Summary

BRAVE ASSET MANAGEMENT INC reported ISHARES TR (EFV) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 12.85% in 2026 Q1. The latest visible filing shows EFV at 12.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EFV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRAVE ASSET MANAGEMENT INC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EFV was reported at 12.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.85% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EFV stock page BRAVE ASSET MANAGEMENT INC fund profile BRAVE ASSET MANAGEMENT INC full holdings
How BRAVE ASSET MANAGEMENT INC held EFV — position size vs. price
% of Fund (quarterly)    EFV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 737,659 +14,682 +2.0% 12.85% $54.8M 2026-04-17 $78.61
2025 Q4 ADDED — — — 722,977 +26,145 +3.8% 12.15% $51.6M 2026-01-08 $72.22
2025 Q3 ADDED — — — 696,832 +17,823 +2.6% 11.44% $47.3M 2025-10-21 $66.55
2025 Q2 ADDED — — — 679,009 +207,171 +43.9% 11.63% $43.2M 2025-07-16 $61.74
2025 Q1 ADDED — — — 471,838 +6,005 +1.3% 8.67% $27.8M 2025-04-10 $52.72
2024 Q4 ADDED — — — 465,833 +3,832 +0.8% 7.76% $24.4M 2025-01-14 $50.01
2024 Q3 ADDED — — — 462,001 +19,287 +4.4% 6.45% $26.6M 2024-10-10 $53.11
2024 Q2 ADDED — — — 442,714 +3,140 +0.7% 5.98% $23.5M 2024-07-15 $51.60
2024 Q1 ADDED — — — 439,574 +14,641 +3.4% 6.21% $23.9M 2024-04-30 $48.91
2023 Q4 ADDED — — — 424,933 +1,243 +0.3% 6.23% $22.1M 2024-01-18 $46.65
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EFV

As of 2026 Q1 — sorted by position size

Ball & Co Wealth Management Inc. 15.58% Bruce G. Allen Investments, LLC 15.5% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 12.87% hemming& Wealth Management, Inc. 11.86% Hamilton Capital, LLC 3Y 7Y 9.23% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 8.39% Covenant Partners, LLC 3Y 7Y 7.95% Shum Financial Group, Inc. 7.89% EQ LLC 3Y 7.28% Valence8 US LP 3Y 7.22%

FAQ About BRAVE ASSET MANAGEMENT INC and EFV

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRAVE ASSET MANAGEMENT INC reported owning EFV?

BRAVE ASSET MANAGEMENT INC reported EFV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EFV position in BRAVE ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for EFV was 12.85% in 2026 Q1.

What is the latest reported EFV position on this page?

The most recent filing on this page is 2026 Q1, when BRAVE ASSET MANAGEMENT INC reported 737,659 shares, equal to 12.85% of portfolio, with an estimated market value of $54.8M.

What does the chart on this EFV ownership page compare?

The chart compares BRAVE ASSET MANAGEMENT INC's quarterly EFV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BRAVE ASSET MANAGEMENT INC time their EFV position?

Based on 13F filing dates vs. subsequent EFV price moves, BRAVE ASSET MANAGEMENT INC correctly timed 11 out of 13 reported position changes (85%). The annualised alpha on EFV relative to SPY over the holding period was -0.7%.

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