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Disclosery

Forum Private Client Group LLC: EFAV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forum Private Client Group LLC on EFAV, newest first. How the timeline and the estimate are built.

Forum Private Client Group LLC held 2,387 EFAV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,387 shares
    Change vs previous 13F -234 shares

    0.06% of the 13F portfolio, value $209,382.

    13F-HR 0001104659-26-094652 filed by Forum Private Client Group LLC
    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 2,621 shares
    Change vs previous 13F -1,337 shares

    0.08% of the 13F portfolio, value $239,517.

    13F-HR 0001104659-26-059955 filed by Forum Private Client Group LLC
    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 3,958 shares
    Change vs previous 13F -887 shares

    0.12% of the 13F portfolio, value $341,360.

    13F-HR 0001104659-26-011360 filed by Forum Private Client Group LLC
    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 4,845 shares
    Change vs previous 13F +180 shares

    0.15% of the 13F portfolio, value $411,011.

    13F-HR 0001104659-25-106772 filed by Forum Private Client Group LLC
    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 4,665 shares
    Change vs previous 13F -483 shares

    0.15% of the 13F portfolio, value $392,149.

    13F-HR 0001104659-25-076755 filed by Forum Private Client Group LLC
    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 5,148 shares
    Change vs previous 13F -233 shares

    0.17% of the 13F portfolio, value $401,139.

    13F-HR 0001104659-25-043129 filed by Forum Private Client Group LLC
    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 5,381 shares
    Change vs previous 13F -964 shares

    0.17% of the 13F portfolio, value $380,497.

    13F-HR 0001104659-25-012577 filed by Forum Private Client Group LLC
    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 6,345 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $486,688.

    13F-HR 0001104659-24-116620 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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