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BALASA DINVERNO & FOLTZ LLC: EFV position timeline

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

BALASA DINVERNO & FOLTZ LLC held 43,727 EFV shares at 2022-09-30 per its 13F-HR filed 2022-10-25.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 43,727 shares
    Change vs previous 13F +28,330 shares

    0.11% of the 13F portfolio, value $1,685,000.

    13F-HR 0001308757-22-000009 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 15,397 shares
    Change vs previous 13F +6,628 shares

    0.04% of the 13F portfolio, value $668,000.

    13F-HR 0001308757-22-000008 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 8,769 shares
    Change vs previous 13F -1,005 shares

    0.03% of the 13F portfolio, value $441,000.

    13F-HR 0001308757-22-000003 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 9,774 shares
    Change vs previous 13F +1,005 shares

    0.03% of the 13F portfolio, value $493,000.

    13F-HR 0001308757-22-000001 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 8,769 shares
    Change vs previous 13F +224 shares

    0.03% of the 13F portfolio, value $446,000.

    13F-HR 0001308757-21-000006 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 8,545 shares
    Change vs previous 13F +1,185 shares

    0.03% of the 13F portfolio, value $442,000.

    13F-HR 0001308757-21-000005 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 7,360 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $375,000.

    13F-HR 0001308757-21-000004 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 7,360 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $347,000.

    13F-HR 0001308757-21-000003 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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