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Checchi Capital Advisers, LLC: EFV position timeline

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

Checchi Capital Advisers, LLC held 240,395 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,395 shares
    Change vs previous 13F +588 shares

    1.17% of the 13F portfolio, value $18,402,237.

    13F-HR 0001598186-26-000003 filed by Checchi Capital Advisers, 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 239,807 shares
    Change vs previous 13F -32,149 shares

    1.22% of the 13F portfolio, value $17,829,650.

    13F-HR 0001598186-26-000002 filed by Checchi Capital Advisers, 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 271,956 shares
    Change vs previous 13F -5,410 shares

    1.32% of the 13F portfolio, value $19,420,378.

    13F-HR 0001598186-26-000001 filed by Checchi Capital Advisers, 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 277,366 shares
    Change vs previous 13F +212 shares

    1.29% of the 13F portfolio, value $18,813,736.

    13F-HR 0001598186-25-000003 filed by Checchi Capital Advisers, 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 277,154 shares
    Change vs previous 13F -24,075 shares

    1.23% of the 13F portfolio, value $17,593,736.

    13F-HR 0001085146-25-004026 filed by Checchi Capital Advisers, 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 301,229 shares
    Change vs previous 13F +3,210 shares

    1.26% of the 13F portfolio, value $17,754,437.

    13F-HR 0001085146-25-002398 filed by Checchi Capital Advisers, 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 298,019 shares
    Change vs previous 13F -12,027 shares

    1.17% of the 13F portfolio, value $15,637,057.

    13F-HR 0001085146-25-000800 filed by Checchi Capital Advisers, 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 310,046 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $17,836,946.

    13F-HR 0001085146-24-005324 filed by Checchi Capital Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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