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D.A. DAVIDSON & CO.: EFV position timeline

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

D.A. DAVIDSON & CO. held 58,948 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,948 shares
    Change vs previous 13F -1,065 shares

    0.02% of the 13F portfolio, value $4,512,501.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 60,013 shares
    Change vs previous 13F +46,749 shares

    0.03% of the 13F portfolio, value $4,461,994.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 13,264 shares
    Change vs previous 13F -527 shares

    0.01% of the 13F portfolio, value $947,208.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 13,791 shares
    Change vs previous 13F -371 shares

    0.01% of the 13F portfolio, value $935,444.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 14,162 shares
    Change vs previous 13F -7,534 shares

    0.01% of the 13F portfolio, value $899,004.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 21,696 shares
    Change vs previous 13F +7,650 shares

    0.01% of the 13F portfolio, value $1,278,816.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 14,046 shares
    Change vs previous 13F -34 shares

    0.01% of the 13F portfolio, value $737,041.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 14,080 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $810,053.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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