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High Falls Advisors, Inc: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of High Falls Advisors, Inc on EFV, newest first. How the timeline and the estimate are built.

High Falls Advisors, Inc held 321,564 EFV shares at 2025-12-31 per its 13F-HR filed 2026-02-18.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 321,564 shares
    Change vs previous 13F -53,824 shares

    4.65% of the 13F portfolio, value $22,962,910.

    13F-HR 0001569139-26-000001 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 375,388 shares
    Change vs previous 13F -63,670 shares

    5.24% of the 13F portfolio, value $25,462,554.

    13F-HR 0001569139-25-000002 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 439,058 shares
    Change vs previous 13F +133,161 shares

    6.17% of the 13F portfolio, value $27,871,392.

    13F-HR 0001085146-25-005304 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 305,897 shares
    Change vs previous 13F -98,036 shares

    4.23% of the 13F portfolio, value $18,029,560.

    13F-HR 0001085146-25-003034 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 403,933 shares
    Change vs previous 13F +30,885 shares

    4.92% of the 13F portfolio, value $21,194,351.

    13F-HR 0001085146-25-001518 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 373,048 shares
    Change vs previous 13F +202,410 shares

    4.91% of the 13F portfolio, value $21,461,475.

    13F-HR 0001085146-24-005983 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 170,638 shares
    Change vs previous 13F -129,590 shares

    2.2% of the 13F portfolio, value $9,050,633.

    13F-HR 0001085146-24-004025 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 300,228 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $16,332,406.

    13F-HR 0001085146-24-002650 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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