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Braun-Bostich & Associates Inc.: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Braun-Bostich & Associates Inc. on EFV, newest first. How the timeline and the estimate are built.

Braun-Bostich & Associates Inc. held 15,751 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,751 shares
    Change vs previous 13F -32,055 shares

    0.67% of the 13F portfolio, value $1,205,739.

    13F-HR 0001951757-26-001030 filed by Braun-Bostich & Associates 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 47,806 shares
    Change vs previous 13F -23,496 shares

    2.23% of the 13F portfolio, value $3,554,376.

    13F-HR 0001951757-26-000605 filed by Braun-Bostich & Associates 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 71,302 shares
    Change vs previous 13F -8,287 shares

    3.14% of the 13F portfolio, value $5,091,676.

    13F-HR 0001951757-26-000091 filed by Braun-Bostich & Associates 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 79,589 shares
    Change vs previous 13F -3,320 shares

    3.4% of the 13F portfolio, value $5,398,522.

    13F-HR 0001951757-25-001254 filed by Braun-Bostich & Associates 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 82,909 shares
    Change vs previous 13F +23,658 shares

    3.59% of the 13F portfolio, value $5,263,063.

    13F-HR 0001951757-25-000573 filed by Braun-Bostich & Associates 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 59,251 shares
    Change vs previous 13F -8,420 shares

    2.58% of the 13F portfolio, value $3,492,254.

    13F-HR 0001951757-25-000367 filed by Braun-Bostich & Associates 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 67,671 shares
    Change vs previous 13F +6,361 shares

    2.56% of the 13F portfolio, value $3,550,697.

    13F-HR 0001951757-25-000057 filed by Braun-Bostich & Associates 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 61,310 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $3,527,164.

    13F-HR 0001951757-24-001025 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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