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Disclosery

Bruce G. Allen Investments, LLC: EFV position timeline

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

Bruce G. Allen Investments, LLC held 303,162 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 303,162 shares
    Change vs previous 13F -15,533 shares

    14.79% of the 13F portfolio, value $23,207,080.

    13F-HR 0001986152-26-000096 filed by Bruce G. Allen Investments, 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 318,695 shares
    Change vs previous 13F -6,164 shares

    15.5% of the 13F portfolio, value $23,694,937.

    13F-HR 0001986152-26-000079 filed by Bruce G. Allen Investments, 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 324,859 shares
    Change vs previous 13F -1,312 shares

    15.69% of the 13F portfolio, value $23,198,153.

    13F-HR 0001986152-26-000022 filed by Bruce G. Allen Investments, 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 326,171 shares
    Change vs previous 13F -8,960 shares

    15.85% of the 13F portfolio, value $22,124,210.

    13F-HR 0002005409-25-000006 filed by Bruce G. Allen Investments, 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 335,131 shares
    Change vs previous 13F +9,244 shares

    16.13% of the 13F portfolio, value $21,274,106.

    13F-HR 0002005409-25-000003 filed by Bruce G. Allen Investments, 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 325,887 shares
    Change vs previous 13F +2,982 shares

    15.21% of the 13F portfolio, value $19,207,771.

    13F-HR 0002005409-25-000002 filed by Bruce G. Allen Investments, 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 322,905 shares
    Change vs previous 13F +16,492 shares

    13.75% of the 13F portfolio, value $16,942,811.

    13F-HR 0002005409-25-000001 filed by Bruce G. Allen Investments, LLC
    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 306,413 shares
    Change vs previous 13F not available

    13.69% of the 13F portfolio, value $17,627,944.

    13F-HR 0002005409-24-000005 filed by Bruce G. Allen Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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