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Carlson Capital Management: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carlson Capital Management on EFV, newest first. How the timeline and the estimate are built.

Carlson Capital Management held 7,720 EFV shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 7,720 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $405,068.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 7,720 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $444,132.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 7,720 shares
    Change vs previous 13F -594 shares

    0.02% of the 13F portfolio, value $409,469.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 8,314 shares
    Change vs previous 13F -128,089 shares

    0.02% of the 13F portfolio, value $452,305.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 136,403 shares
    Change vs previous 13F -1,173 shares

    0.36% of the 13F portfolio, value $7,106,603.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 137,576 shares
    Change vs previous 13F +51 shares

    0.4% of the 13F portfolio, value $6,731,606.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 137,525 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $6,730,454.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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