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Integrated Capital Management, LLC: EFV position timeline

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

Integrated Capital Management, LLC held 191,335 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 191,335 shares
    Change vs previous 13F +6,023 shares

    5.28% of the 13F portfolio, value $14,646,710.

    13F-HR 0002040070-26-000003 filed by Integrated Capital 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 185,312 shares
    Change vs previous 13F +4,109 shares

    5.81% of the 13F portfolio, value $13,777,983.

    13F-HR 0002040070-26-000002 filed by Integrated Capital 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 181,203 shares
    Change vs previous 13F +9,825 shares

    5.56% of the 13F portfolio, value $12,939,674.

    13F-HR 0002040070-26-000001 filed by Integrated Capital 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 171,378 shares
    Change vs previous 13F not available

    5.21% of the 13F portfolio, value $11,826,796.

    13F-HR 0002040070-25-000007 filed by Integrated Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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