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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

  1. period ended2026-06-30
    13F 60,266 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 70,132 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 71,049 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 77,312 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 92,645 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 92,640 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 98,613 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 98,693 shares
    Change 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), ingested

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