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Hoxton Planning & Management, LLC: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hoxton Planning & Management, LLC on EFV, newest first. How the timeline and the estimate are built.

Hoxton Planning & Management, LLC held 23,573 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,573 shares
    Change vs previous 13F -30,840 shares

    0.47% of the 13F portfolio, value $1,804,550.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & Management, 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 54,413 shares
    Change vs previous 13F +1,907 shares

    1.21% of the 13F portfolio, value $4,045,570.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & Management, 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 52,506 shares
    Change vs previous 13F -9,865 shares

    1.12% of the 13F portfolio, value $3,749,419.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & Management, 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 62,371 shares
    Change vs previous 13F -8,888 shares

    1.36% of the 13F portfolio, value $4,230,609.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & Management, 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 71,259 shares
    Change vs previous 13F +21,996 shares

    1.56% of the 13F portfolio, value $4,523,506.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & Management, 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 49,263 shares
    Change vs previous 13F -8,032 shares

    1.11% of the 13F portfolio, value $2,903,559.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & Management, 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 57,295 shares
    Change vs previous 13F -5,632 shares

    1.15% of the 13F portfolio, value $3,006,267.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & Management, 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 62,927 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $3,620,177.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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