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BLALOCK WILLIAMS, LLC: EFV position timeline

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

BLALOCK WILLIAMS, LLC held 21,553 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,553 shares
    Change vs previous 13F -23,784 shares

    1.07% of the 13F portfolio, value $1,649,882.

    13F-HR 0001951757-26-001139 filed by BLALOCK WILLIAMS, 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 45,337 shares
    Change vs previous 13F +2,728 shares

    2.61% of the 13F portfolio, value $3,370,806.

    13F-HR 0001951757-26-000866 filed by BLALOCK WILLIAMS, 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 42,609 shares
    Change vs previous 13F -1,789 shares

    2.44% of the 13F portfolio, value $3,042,709.

    13F-HR 0001951757-26-000331 filed by BLALOCK WILLIAMS, 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 44,398 shares
    Change vs previous 13F -6,436 shares

    2.64% of the 13F portfolio, value $3,011,516.

    13F-HR 0001951757-25-001202 filed by BLALOCK WILLIAMS, 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 50,834 shares
    Change vs previous 13F +17,424 shares

    3.22% of the 13F portfolio, value $3,226,942.

    13F-HR 0001951757-25-001271 filed by BLALOCK WILLIAMS, 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 33,410 shares
    Change vs previous 13F -7,124 shares

    2.21% of the 13F portfolio, value $1,969,185.

    13F-HR 0001951757-25-001272 filed by BLALOCK WILLIAMS, 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 40,534 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $2,126,819.

    13F-HR 0001951757-25-001273 filed by BLALOCK WILLIAMS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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