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Advisory Resource Group: EVTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Resource Group on EVTR, newest first. How the timeline and the estimate are built.

Advisory Resource Group held 75,881 EVTR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,881 shares
    Change vs previous 13F -849 shares

    0.58% of the 13F portfolio, value $3,847,919.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 76,730 shares
    Change vs previous 13F +1,491 shares

    0.67% of the 13F portfolio, value $3,894,032.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 75,239 shares
    Change vs previous 13F +3,796 shares

    0.68% of the 13F portfolio, value $3,874,827.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 71,443 shares
    Change vs previous 13F +3,439 shares

    0.66% of the 13F portfolio, value $3,675,757.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 68,004 shares
    Change vs previous 13F +2,470 shares

    0.66% of the 13F portfolio, value $3,459,011.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 65,534 shares
    Change vs previous 13F +6,141 shares

    0.68% of the 13F portfolio, value $3,317,963.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 59,393 shares
    Change vs previous 13F +814 shares

    0.63% of the 13F portfolio, value $2,961,335.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 58,579 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,034,401.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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