Advisory Alpha, LLC: EFV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on EFV, newest first. How the timeline and the estimate are built.
Advisory Alpha, LLC held 12,939 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 12,939 sharesChange vs previous 13F -1,140 shares
0.02% of the 13F portfolio, value $990,578.
13F-HR 0001576762-26-000005 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,079 sharesChange vs previous 13F -37,070 shares
0.03% of the 13F portfolio, value $1,046,879.
13F-HR 0001576762-26-000004 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 51,149 sharesChange vs previous 13F +4,429 shares
0.1% of the 13F portfolio, value $3,652,595.
13F-HR 0001576762-26-000001 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 46,720 sharesChange vs previous 13F +2,233 shares
0.09% of the 13F portfolio, value $3,179,808.
13F-HR 0001576762-25-000004 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 44,487 sharesChange vs previous 13F -2,264 shares
0.09% of the 13F portfolio, value $2,824,076.
13F-HR 0001085146-25-004426 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 46,751 sharesChange vs previous 13F +1,313 shares
0.09% of the 13F portfolio, value $2,755,493.
13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 45,438 sharesChange vs previous 13F -3,330 shares
0.08% of the 13F portfolio, value $2,384,163.
13F-HR 0001085146-25-000310 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 48,768 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $2,805,663.
13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).