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Advus Financial Partners, LLC: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advus Financial Partners, LLC on EFV, newest first. How the timeline and the estimate are built.

Advus Financial Partners, LLC held 95,545 EFV shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 95,545 shares
    Change vs previous 13F -8,529 shares

    2.08% of the 13F portfolio, value $7,313,991.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 104,074 shares
    Change vs previous 13F +2,550 shares

    2.93% of the 13F portfolio, value $7,737,894.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 101,524 shares
    Change vs previous 13F -2,629 shares

    2.6% of the 13F portfolio, value $7,249,821.

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 104,153 shares
    Change vs previous 13F +11,002 shares

    2.62% of the 13F portfolio, value $7,064,689.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 93,151 shares
    Change vs previous 13F +9,274 shares

    2.34% of the 13F portfolio, value $5,913,217.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 83,877 shares
    Change vs previous 13F -3,301 shares

    2.12% of the 13F portfolio, value $4,943,738.

    13F-HR/A 0002150676-26-000039 filed by Advus Financial Partners, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 87,178 shares
    Change vs previous 13F +3,222 shares

    1.96% of the 13F portfolio, value $4,574,254.

    13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 83,956 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $4,830,012.

    13F-HR/A 0002150676-26-000037 filed by Advus Financial Partners, LLC
    Accepted , ingested