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Disclosery

Focus Financial Network, Inc.: EFV position timeline

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

Focus Financial Network, Inc. held 34,627 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,627 shares
    Change vs previous 13F -74,300 shares

    0.08% of the 13F portfolio, value $2,650,689.

    13F-HR 0001754960-26-000448 filed by Focus Financial Network, 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 108,927 shares
    Change vs previous 13F -67,462 shares

    0.29% of the 13F portfolio, value $8,098,723.

    13F-HR 0001754960-26-000242 filed by Focus Financial Network, 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 176,389 shares
    Change vs previous 13F +731 shares

    0.44% of the 13F portfolio, value $12,595,949.

    13F-HR 0001754960-26-000023 filed by Focus Financial Network, 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 175,658 shares
    Change vs previous 13F +3,264 shares

    0.42% of the 13F portfolio, value $11,914,855.

    13F-HR 0001754960-25-000655 filed by Focus Financial Network, 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 172,394 shares
    Change vs previous 13F +49,499 shares

    0.43% of the 13F portfolio, value $10,943,569.

    13F-HR 0001754960-25-000338 filed by Focus Financial Network, 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 122,895 shares
    Change vs previous 13F -24,190 shares

    0.3% of the 13F portfolio, value $7,243,461.

    13F-HR 0001754960-25-000196 filed by Focus Financial Network, 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 147,085 shares
    Change vs previous 13F +16,490 shares

    0.31% of the 13F portfolio, value $7,717,550.

    13F-HR 0001754960-25-000080 filed by Focus Financial Network, 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 130,595 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $7,513,120.

    13F-HR 0001754960-24-000536 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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