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Affinity Capital Advisors, LLC: EFV position timeline

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

Affinity Capital Advisors, LLC held 442,403 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 442,403 shares
    Change vs previous 13F +18,054 shares

    4.29% of the 13F portfolio, value $34,724,251.

    13F-HR 0001810023-26-000004 filed by Affinity Capital Advisors, 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 424,349 shares
    Change vs previous 13F +9,202 shares

    4.42% of the 13F portfolio, value $31,550,319.

    13F-HR 0001810023-26-000002 filed by Affinity Capital Advisors, LLC
    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 415,147 shares
    Change vs previous 13F +21,528 shares

    4.1% of the 13F portfolio, value $29,645,631.

    13F-HR 0001810023-26-000001 filed by Affinity Capital Advisors, LLC
    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 393,619 shares
    Change vs previous 13F +32,376 shares

    4.12% of the 13F portfolio, value $26,789,718.

    13F-HR 0001085146-25-005856 filed by Affinity Capital Advisors, LLC
    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 361,243 shares
    Change vs previous 13F +12,506 shares

    3.94% of the 13F portfolio, value $22,931,710.

    13F-HR 0001085146-25-003684 filed by Affinity Capital Advisors, LLC
    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 348,737 shares
    Change vs previous 13F +32,393 shares

    3.91% of the 13F portfolio, value $19,738,530.

    13F-HR 0001085146-25-002129 filed by Affinity Capital Advisors, LLC
    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 316,344 shares
    Change vs previous 13F -10,147 shares

    3.15% of the 13F portfolio, value $16,756,741.

    13F-HR 0001085146-25-000176 filed by Affinity Capital Advisors, LLC
    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 326,491 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $18,783,042.

    13F-HR 0001085146-24-004660 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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