Skip to content
Disclosery

FINANCIAL LIFE ADVISORS: EFV position timeline

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

FINANCIAL LIFE ADVISORS held 229,096 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,096 shares
    Change vs previous 13F -5,615 shares

    4.99% of the 13F portfolio, value $17,537,295.

    13F-HR 0001730813-26-000004 filed by FINANCIAL LIFE ADVISORS
    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 234,711 shares
    Change vs previous 13F -2,951 shares

    5.44% of the 13F portfolio, value $17,450,759.

    13F-HR 0001730813-26-000003 filed by FINANCIAL LIFE ADVISORS
    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 237,662 shares
    Change vs previous 13F -1,449 shares

    5.23% of the 13F portfolio, value $16,971,440.

    13F-HR 0001730813-26-000002 filed by FINANCIAL LIFE ADVISORS
    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 239,111 shares
    Change vs previous 13F +8,385 shares

    5.21% of the 13F portfolio, value $16,218,933.

    13F-HR 0001730813-25-000006 filed by FINANCIAL LIFE ADVISORS
    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 230,726 shares
    Change vs previous 13F +4,670 shares

    5.01% of the 13F portfolio, value $14,646,518.

    13F-HR 0001730813-25-000005 filed by FINANCIAL LIFE ADVISORS
    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 226,056 shares
    Change vs previous 13F +7,374 shares

    4.97% of the 13F portfolio, value $13,323,735.

    13F-HR 0001730813-25-000004 filed by FINANCIAL LIFE ADVISORS
    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 218,682 shares
    Change vs previous 13F +841 shares

    4.31% of the 13F portfolio, value $11,474,240.

    13F-HR 0001730813-25-000002 filed by FINANCIAL LIFE ADVISORS
    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 217,841 shares
    Change vs previous 13F not available

    4.73% of the 13F portfolio, value $12,532,420.

    13F-HR 0001730813-24-000007 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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