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Brookwood Investment Group LLC: EFV position timeline

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

Brookwood Investment Group LLC held 41,597 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,597 shares
    Change vs previous 13F -7,018 shares

    0.37% of the 13F portfolio, value $3,184,287.

    13F-HR 0002066812-26-000003 filed by Brookwood Investment Group 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 48,615 shares
    Change vs previous 13F +2,439 shares

    0.46% of the 13F portfolio, value $3,614,518.

    13F-HR 0002066812-26-000002 filed by Brookwood Investment Group 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 46,176 shares
    Change vs previous 13F -1,434 shares

    0.4% of the 13F portfolio, value $3,297,421.

    13F-HR 0002066812-26-000001 filed by Brookwood Investment Group 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 47,610 shares
    Change vs previous 13F +70 shares

    0.42% of the 13F portfolio, value $3,229,403.

    13F-HR 0002066812-25-000006 filed by Brookwood Investment Group 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 47,540 shares
    Change vs previous 13F +13,992 shares

    0.49% of the 13F portfolio, value $3,017,861.

    13F-HR 0002066812-25-000005 filed by Brookwood Investment Group 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 33,548 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,977,343.

    13F-HR 0002066812-25-000004 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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