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BOK Financial Private Wealth, Inc.: EFV position timeline

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

BOK Financial Private Wealth, Inc. held 140,640 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,640 shares
    Change vs previous 13F -3,072 shares

    0.55% of the 13F portfolio, value $10,766,017.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, Inc.
    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 143,712 shares
    Change vs previous 13F +407 shares

    0.65% of the 13F portfolio, value $10,685,010.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, Inc.
    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 143,305 shares
    Change vs previous 13F -591 shares

    0.63% of the 13F portfolio, value $10,233,432.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    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 143,896 shares
    Change vs previous 13F -5,132 shares

    0.61% of the 13F portfolio, value $9,760,486.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, Inc.
    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 149,028 shares
    Change vs previous 13F -4,940 shares

    0.63% of the 13F portfolio, value $9,460,317.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    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 153,968 shares
    Change vs previous 13F -3,231 shares

    0.68% of the 13F portfolio, value $9,074,893.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, Inc.
    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 157,199 shares
    Change vs previous 13F -8,336 shares

    0.6% of the 13F portfolio, value $8,248,249.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    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 165,535 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $9,523,207.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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