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FOSTER & MOTLEY INC: EFAV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOSTER & MOTLEY INC on EFAV, newest first. How the timeline and the estimate are built.

FOSTER & MOTLEY INC held 10,680 EFAV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,680 shares
    Change vs previous 13F -166 shares

    0.04% of the 13F portfolio, value $937,000.

    13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY 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 10,846 shares
    Change vs previous 13F -729 shares

    0.05% of the 13F portfolio, value $991,000.

    13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY 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 11,575 shares
    Change vs previous 13F -543 shares

    0.05% of the 13F portfolio, value $998,000.

    13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY 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 12,118 shares
    Change vs previous 13F -200 shares

    0.06% of the 13F portfolio, value $1,028,000.

    13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY 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 12,318 shares
    Change vs previous 13F -1,240 shares

    0.06% of the 13F portfolio, value $1,035,000.

    13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY 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 13,558 shares
    Change vs previous 13F -1,141 shares

    0.07% of the 13F portfolio, value $1,056,000.

    13F-HR 0001163902-25-000005 filed by FOSTER & MOTLEY 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 14,699 shares
    Change vs previous 13F -37 shares

    0.07% of the 13F portfolio, value $1,039,000.

    13F-HR 0001163902-25-000001 filed by FOSTER & MOTLEY 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 14,736 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,130,000.

    13F-HR 0001163902-24-000009 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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