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Disclosery

BridgePort Financial Solutions, LLC: EFAV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BridgePort Financial Solutions, LLC on EFAV, newest first. How the timeline and the estimate are built.

BridgePort Financial Solutions, LLC held 34,008 EFAV 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 34,008 shares
    Change vs previous 13F -39 shares

    0.76% of the 13F portfolio, value $2,982,806.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, 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 34,047 shares
    Change vs previous 13F -755 shares

    0.88% of the 13F portfolio, value $3,110,853.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, 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 34,802 shares
    Change vs previous 13F -646 shares

    0.81% of the 13F portfolio, value $3,001,647.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, 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 35,448 shares
    Change vs previous 13F -298 shares

    0.81% of the 13F portfolio, value $3,007,078.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, 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 35,746 shares
    Change vs previous 13F -972 shares

    1% of the 13F portfolio, value $3,004,833.

    13F-HR 0002031775-25-000005 filed by BridgePort Financial Solutions, 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 36,718 shares
    Change vs previous 13F +2,968 shares

    1.29% of the 13F portfolio, value $2,861,072.

    13F-HR 0002031775-25-000004 filed by BridgePort Financial Solutions, 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 33,750 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,547,081.

    13F-HR 0002031775-25-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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