Fund Evaluation Group, LLC: EFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fund Evaluation Group, LLC on EFA, newest first. How the timeline and the estimate are built.
Fund Evaluation Group, LLC held 60,266 EFA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 60,266 sharesChange vs previous 13F -9,866 shares
0.17% of the 13F portfolio, value $6,247,490.
13F-HR 0001420506-26-001466 filed by Fund Evaluation Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 70,132 sharesChange vs previous 13F -917 shares
0.21% of the 13F portfolio, value $6,719,978.
13F-HR 0001420506-26-000854 filed by Fund Evaluation Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 71,049 sharesChange vs previous 13F -6,263 shares
0.23% of the 13F portfolio, value $6,835,169.
13F-HR 0001420506-26-000294 filed by Fund Evaluation Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 77,312 sharesChange vs previous 13F -15,333 shares
0.26% of the 13F portfolio, value $7,207,217.
13F-HR 0001420506-25-003080 filed by Fund Evaluation Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 92,645 sharesChange vs previous 13F +5 shares
0.32% of the 13F portfolio, value $8,280,417.
13F-HR 0001420506-25-001768 filed by Fund Evaluation Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 92,640 sharesChange vs previous 13F -5,973 shares
0.33% of the 13F portfolio, value $7,587,992.
13F-HR 0001420506-25-000826 filed by Fund Evaluation Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 98,613 sharesChange vs previous 13F -80 shares
0.35% of the 13F portfolio, value $7,456,107.
13F-HR 0001420506-25-000306 filed by Fund Evaluation Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 98,693 sharesChange vs previous 13F not available
0.46% of the 13F portfolio, value $8,261,000.
13F-HR 0001356249-24-000008 filed by Fund Evaluation Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).