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Disclosery

Caldwell Investment Management Ltd.: EFXT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caldwell Investment Management Ltd. on EFXT, newest first. How the timeline and the estimate are built.

Caldwell Investment Management Ltd. held 411,000 EFXT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 411,000 shares
    Change vs previous 13F 0 shares

    6.62% of the 13F portfolio, value $10,073,557.

    13F-HR 0001904373-26-000003 filed by Caldwell Investment Management Ltd.
    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 411,000 shares
    Change vs previous 13F 0 shares

    3.31% of the 13F portfolio, value $8,449,206.

    13F-HR 0001904373-26-000002 filed by Caldwell Investment Management Ltd.
    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 411,000 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $6,438,114.

    13F-HR 0001904373-26-000001 filed by Caldwell Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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