Skip to content
Disclosery

Affiance Financial, LLC: EFIV position timeline

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

Affiance Financial, LLC held 45,299 EFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,299 shares
    Change vs previous 13F +705 shares

    0.48% of the 13F portfolio, value $3,303,716.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, LLC
    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 44,594 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,813,007.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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