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Interchange Capital Partners, LLC: EFV position timeline

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

Interchange Capital Partners, LLC held 24,420 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,420 shares
    Change vs previous 13F -6,888 shares

    0.35% of the 13F portfolio, value $1,869,358.

    13F-HR 0001845998-26-000004 filed by Interchange Capital Partners, 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 31,308 shares
    Change vs previous 13F -4,260 shares

    0.59% of the 13F portfolio, value $1,864,186.

    13F-HR 0001845998-26-000003 filed by Interchange Capital Partners, 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 35,568 shares
    Change vs previous 13F -3,611 shares

    0.47% of the 13F portfolio, value $2,539,201.

    13F-HR 0001845998-26-000001 filed by Interchange Capital Partners, 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 39,179 shares
    Change vs previous 13F -9,945 shares

    0.52% of the 13F portfolio, value $2,658,938.

    13F-HR 0001845998-25-000004 filed by Interchange Capital Partners, 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/A 49,124 shares
    Change vs previous 13F +18,757 shares

    0.72% of the 13F portfolio, value $3,107,032.

    13F-HR/A 0001085146-25-004372 filed by Interchange Capital Partners, 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 30,367 shares
    Change vs previous 13F -9,839 shares

    0.5% of the 13F portfolio, value $1,789,836.

    13F-HR 0001085146-25-002463 filed by Interchange Capital Partners, 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 40,206 shares
    Change vs previous 13F +1,534 shares

    0.77% of the 13F portfolio, value $2,109,612.

    13F-HR 0001172661-25-000665 filed by Interchange Capital Partners, 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 38,672 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,224,800.

    13F-HR 0001172661-24-004377 filed by Interchange Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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