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Accredited Investors Inc.: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accredited Investors Inc. on EFV, newest first. How the timeline and the estimate are built.

Accredited Investors Inc. held 231,526 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,526 shares
    Change vs previous 13F -3,275 shares

    0.77% of the 13F portfolio, value $17,723,288.

    13F-HR 0001518364-26-000004 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 234,801 shares
    Change vs previous 13F -3,643 shares

    0.94% of the 13F portfolio, value $17,457,454.

    13F-HR 0001518364-26-000003 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 238,444 shares
    Change vs previous 13F -4,504 shares

    0.9% of the 13F portfolio, value $17,027,286.

    13F-HR 0001518364-26-000002 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 242,948 shares
    Change vs previous 13F -4,255 shares

    0.92% of the 13F portfolio, value $16,479,163.

    13F-HR 0001518364-25-000009 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 247,203 shares
    Change vs previous 13F -4,802 shares

    0.93% of the 13F portfolio, value $15,692,446.

    13F-HR 0001518364-25-000005 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 252,005 shares
    Change vs previous 13F -2,010 shares

    0.92% of the 13F portfolio, value $14,853,175.

    13F-HR 0001518364-25-000004 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 254,015 shares
    Change vs previous 13F +3,377 shares

    0.78% of the 13F portfolio, value $13,328,186.

    13F-HR 0001518364-25-000003 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 250,638 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $14,419,225.

    13F-HR/A 0001518364-24-000008 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).