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Disclosery

Cobblestone Asset Management LLC: EFV position timeline

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

Cobblestone Asset Management LLC held 0 EFV shares at 2025-09-30 per its 13F-HR filed 2025-10-20.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -162,204 shares

    13F-HR 0001994512-25-000006 filed by Cobblestone Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 162,204 shares
    Change vs previous 13F +47,702 shares

    5.42% of the 13F portfolio, value $10,296,710.

    13F-HR 0001994512-25-000004 filed by Cobblestone Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 114,502 shares
    Change vs previous 13F -30,540 shares

    3.94% of the 13F portfolio, value $6,748,748.

    13F-HR 0001994512-25-000003 filed by Cobblestone Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 145,042 shares
    Change vs previous 13F +13,538 shares

    4.96% of the 13F portfolio, value $7,610,354.

    13F-HR 0001994512-25-000001 filed by Cobblestone Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 131,504 shares
    Change vs previous 13F not available

    4.55% of the 13F portfolio, value $7,565,425.

    13F-HR 0001994512-24-000006 filed by Cobblestone Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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