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Disclosery

Kathmere Capital Management, LLC: EFV position timeline

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

Kathmere Capital Management, LLC held 104,929 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,929 shares
    Change vs previous 13F -1,974 shares

    0.43% of the 13F portfolio, value $8,032,315.

    13F-HR 0001794543-26-000011 filed by Kathmere 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 106,903 shares
    Change vs previous 13F +490 shares

    0.49% of the 13F portfolio, value $7,948,238.

    13F-HR 0001794543-26-000005 filed by Kathmere 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 106,413 shares
    Change vs previous 13F -1,461 shares

    0.51% of the 13F portfolio, value $7,598,952.

    13F-HR 0001794543-26-000001 filed by Kathmere 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 107,874 shares
    Change vs previous 13F -2,443 shares

    0.52% of the 13F portfolio, value $7,317,093.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, 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 110,317 shares
    Change vs previous 13F -4,830 shares

    0.54% of the 13F portfolio, value $7,002,923.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, 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 115,147 shares
    Change vs previous 13F -3,950 shares

    0.58% of the 13F portfolio, value $6,786,764.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, 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 119,097 shares
    Change vs previous 13F +1,796 shares

    0.56% of the 13F portfolio, value $6,249,020.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, 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 117,301 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $6,748,327.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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