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Disclosery

InvesTrust: EFA position timeline

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

InvesTrust held 9,648 EFA shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,648 shares
    Change vs previous 13F -50 shares

    0.39% of the 13F portfolio, value $1,002,234.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 9,698 shares
    Change vs previous 13F +270 shares

    0.4% of the 13F portfolio, value $941,966.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 9,428 shares
    Change vs previous 13F +515 shares

    0.35% of the 13F portfolio, value $905,370.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 8,913 shares
    Change vs previous 13F +40 shares

    0.3% of the 13F portfolio, value $832,206.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 8,873 shares
    Change vs previous 13F +419 shares

    0.31% of the 13F portfolio, value $793,157.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 8,454 shares
    Change vs previous 13F +326 shares

    0.19% of the 13F portfolio, value $690,945.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 8,128 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $614,558.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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