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Disclosery

BridgePort Financial Solutions, LLC: EFV position timeline

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

BridgePort Financial Solutions, LLC held 42,843 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 42,843 shares
    Change vs previous 13F +2,300 shares

    0.83% of the 13F portfolio, value $3,279,600.

    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 40,543 shares
    Change vs previous 13F -4,184 shares

    0.85% of the 13F portfolio, value $3,014,378.

    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 44,727 shares
    Change vs previous 13F -6,273 shares

    0.86% of the 13F portfolio, value $3,193,979.

    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 51,000 shares
    Change vs previous 13F -9,705 shares

    0.93% of the 13F portfolio, value $3,459,300.

    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 60,705 shares
    Change vs previous 13F +12,342 shares

    1.28% of the 13F portfolio, value $3,853,525.

    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 48,363 shares
    Change vs previous 13F +53 shares

    1.29% of the 13F portfolio, value $2,850,515.

    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 48,310 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $2,771,545.

    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).