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Disclosery

Intrua Financial, LLC: EFV position timeline

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

Intrua Financial, LLC held 10,715 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,715 shares
    Change vs previous 13F -3,757 shares

    0.08% of the 13F portfolio, value $820,226.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 14,472 shares
    Change vs previous 13F -157 shares

    0.11% of the 13F portfolio, value $1,076,011.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 14,629 shares
    Change vs previous 13F -2,640 shares

    0.11% of the 13F portfolio, value $1,044,674.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 17,269 shares
    Change vs previous 13F -5,904 shares

    0.14% of the 13F portfolio, value $1,171,379.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 23,173 shares
    Change vs previous 13F -32,063 shares

    0.21% of the 13F portfolio, value $1,471,042.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 55,236 shares
    Change vs previous 13F -7,204 shares

    0.51% of the 13F portfolio, value $3,255,625.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 62,440 shares
    Change vs previous 13F +16,146 shares

    0.53% of the 13F portfolio, value $3,276,210.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 46,294 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,663,307.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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