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Disclosery

InvesTrust: EFV position timeline

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

InvesTrust held 22,235 EFV 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 22,235 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,702,089.

    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 22,235 shares
    Change vs previous 13F +776 shares

    0.69% of the 13F portfolio, value $1,653,172.

    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 21,459 shares
    Change vs previous 13F +4,344 shares

    0.59% of the 13F portfolio, value $1,532,387.

    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 17,115 shares
    Change vs previous 13F +125 shares

    0.43% of the 13F portfolio, value $1,160,910.

    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 16,990 shares
    Change vs previous 13F +470 shares

    0.42% of the 13F portfolio, value $1,078,525.

    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 16,520 shares
    Change vs previous 13F +2,000 shares

    0.27% of the 13F portfolio, value $973,689.

    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 14,520 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $761,023.

    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).