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FORTE ASSET MANAGEMENT LLC: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORTE ASSET MANAGEMENT LLC on EFV, newest first. How the timeline and the estimate are built.

FORTE ASSET MANAGEMENT LLC held 38,279 EFV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 38,279 shares
    Change vs previous 13F -70 shares

    1.22% of the 13F portfolio, value $3,029,438.

    13F-HR 0001927129-26-000004 filed by FORTE ASSET MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,349 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $2,935,652.

    13F-HR 0001927129-26-000003 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).