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Disclosery

First Citizens Asset Management, Inc.: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Citizens Asset Management, Inc. on EFV, newest first. How the timeline and the estimate are built.

First Citizens Asset Management, Inc. held 5,011 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,011 shares
    Change vs previous 13F -449 shares

    0.12% of the 13F portfolio, value $383,592.

    13F-HR 0001964116-26-000017 filed by First Citizens Asset Management, Inc.
    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 5,460 shares
    Change vs previous 13F -2,240 shares

    0.14% of the 13F portfolio, value $405,951.

    13F-HR 0001964116-26-000002 filed by First Citizens Asset Management, Inc.
    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 7,700 shares
    Change vs previous 13F -531 shares

    0.19% of the 13F portfolio, value $549,857.

    13F-HR 0001964116-26-000001 filed by First Citizens Asset Management, Inc.
    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/A 8,231 shares
    Change vs previous 13F -2,287 shares

    0.2% of the 13F portfolio, value $558,309.

    13F-HR/A 0001964116-26-000014 filed by First Citizens Asset Management, Inc.
    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/A 10,518 shares
    Change vs previous 13F -243 shares

    0.24% of the 13F portfolio, value $667,683.

    13F-HR/A 0001964116-26-000013 filed by First Citizens Asset Management, Inc.
    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/A 10,761 shares
    Change vs previous 13F -609 shares

    0.25% of the 13F portfolio, value $634,253.

    13F-HR/A 0001964116-26-000012 filed by First Citizens Asset Management, Inc.
    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/A 11,370 shares
    Change vs previous 13F -433 shares

    0.22% of the 13F portfolio, value $596,584.

    13F-HR/A 0001964116-26-000011 filed by First Citizens Asset Management, Inc.
    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/A 11,803 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $679,027.

    13F-HR/A 0001964116-26-000010 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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