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ECLECTIC ASSOCIATES INC /ADV: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ECLECTIC ASSOCIATES INC /ADV on EFV, newest first. How the timeline and the estimate are built.

ECLECTIC ASSOCIATES INC /ADV held 2,992 EFV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,992 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $236,787.

    13F-HR 0001085146-26-000820 filed by ECLECTIC ASSOCIATES INC /ADV
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,992 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $229,038.

    13F-HR 0000743482-26-000007 filed by ECLECTIC ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,992 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $222,455.

    13F-HR 0000743482-26-000004 filed by ECLECTIC ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,992 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $213,659.

    13F-HR 0000743482-26-000003 filed by ECLECTIC ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,992 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $202,947.

    13F-HR 0001085146-25-005874 filed by ECLECTIC ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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