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Disclosery

COURIER CAPITAL LLC: EFV position timeline

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

COURIER CAPITAL LLC held 117,174 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,174 shares
    Change vs previous 13F +8,265 shares

    0.45% of the 13F portfolio, value $8,969,670.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 108,909 shares
    Change vs previous 13F +3,811 shares

    0.45% of the 13F portfolio, value $8,097,419.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 105,098 shares
    Change vs previous 13F +318 shares

    0.42% of the 13F portfolio, value $7,505,082.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 104,780 shares
    Change vs previous 13F -1,940 shares

    0.41% of the 13F portfolio, value $7,107,253.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 106,720 shares
    Change vs previous 13F -112 shares

    0.41% of the 13F portfolio, value $6,774,610.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 106,832 shares
    Change vs previous 13F -1,627 shares

    0.41% of the 13F portfolio, value $6,296,700.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 108,459 shares
    Change vs previous 13F +12,489 shares

    0.39% of the 13F portfolio, value $5,690,863.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 95,970 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,521,154.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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