Skip to content

Lauterbach Financial Advisors, LLC: EFV position timeline

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

Lauterbach Financial Advisors, LLC held 6,987 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,987 shares
    Change vs previous 13F +74 shares

    0.23% of the 13F portfolio, value $534,838.

    13F-HR 0001909828-26-000003 filed by Lauterbach Financial Advisors, 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 6,913 shares
    Change vs previous 13F -93 shares

    0.25% of the 13F portfolio, value $513,989.

    13F-HR 0001909828-26-000002 filed by Lauterbach Financial Advisors, 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 7,006 shares
    Change vs previous 13F -541 shares

    0.24% of the 13F portfolio, value $500,306.

    13F-HR 0001909828-26-000001 filed by Lauterbach Financial Advisors, 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 7,547 shares
    Change vs previous 13F -318 shares

    0.26% of the 13F portfolio, value $511,935.

    13F-HR 0001909828-25-000008 filed by Lauterbach Financial Advisors, 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 7,865 shares
    Change vs previous 13F +193 shares

    0.27% of the 13F portfolio, value $499,291.

    13F-HR 0001909828-25-000006 filed by Lauterbach Financial Advisors, 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 7,672 shares
    Change vs previous 13F +526 shares

    0.28% of the 13F portfolio, value $452,209.

    13F-HR 0001909828-25-000004 filed by Lauterbach Financial Advisors, 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 7,146 shares
    Change vs previous 13F +718 shares

    0.23% of the 13F portfolio, value $374,970.

    13F-HR 0001909828-25-000001 filed by Lauterbach Financial Advisors, 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 6,428 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $369,796.

    13F-HR 0001909828-24-000005 filed by Lauterbach Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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