Evensky & Katz LLC: EFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evensky & Katz LLC on EFA, newest first. How the timeline and the estimate are built.
Evensky & Katz LLC held 771 EFA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 771 sharesChange vs previous 13F +9 shares
<0.01% of the 13F portfolio, value $80,000.
13F-HR 0001357867-26-000008 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 762 sharesChange vs previous 13F -1,507 shares
<0.01% of the 13F portfolio, value $74,000.
13F-HR 0001357867-26-000006 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,269 sharesChange vs previous 13F -222 shares
0.01% of the 13F portfolio, value $218,000.
13F-HR 0001357867-26-000003 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,491 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $233,000.
13F-HR 0001357867-25-000011 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,491 sharesChange vs previous 13F +41 shares
0.01% of the 13F portfolio, value $223,000.
13F-HR 0001357867-25-000005 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,450 sharesChange vs previous 13F -377 shares
0.01% of the 13F portfolio, value $200,000.
13F-HR 0001357867-25-000004 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,827 sharesChange vs previous 13F -712 shares
0.01% of the 13F portfolio, value $214,000.
13F-HR 0001357867-25-000003 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,539 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $296,000.
13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).