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Disclosery

Collier Financial: EFV position timeline

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

Collier Financial held 599 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 599 shares
    Change vs previous 13F +16 shares

    0.03% of the 13F portfolio, value $45,816.

    13F-HR 0001902901-26-000003 filed by Collier Financial
    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 583 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $43,352.

    13F-HR 0001902901-26-000002 filed by Collier Financial
    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 583 shares
    Change vs previous 13F +13 shares

    0.03% of the 13F portfolio, value $41,638.

    13F-HR 0001902901-26-000001 filed by Collier Financial
    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 570 shares
    Change vs previous 13F -342 shares

    0.03% of the 13F portfolio, value $38,672.

    13F-HR 0001902901-25-000004 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 912 shares
    Change vs previous 13F -101,026 shares

    0.05% of the 13F portfolio, value $53,733.

    13F-HR 0001902901-25-000002 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 101,938 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $5,348,674.

    13F-HR 0002012421-25-000005 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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