Expressive Wealth LLC

SEC CIK: 0002026980
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

EFSI holding history

Eagle Financial Services Inc in every 13F filed by Expressive Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EFSI overview All 13F holders of EFSI Full Q2 2026 holdings

Shares (Q2 2026): 10,471
Value: $434.1K
% of portfolio: 0.4%
Quarters held: 3; Since Q4 2025

Holdings of EFSI by Expressive Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,471	$434.1K	0.4%	−968−8.5%	Reduced	Holders
Q1 2026	11,439	$428.7K	0.4%	−360−3.1%	Reduced	Holders
Q4 2025	11,799	$469.5K	0.5%	–	No prior filing	Holders