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Meramec Financial Planners, LLC: EFV position timeline

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

Meramec Financial Planners, LLC held 58,796 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 58,796 shares
    Change vs previous 13F +5,483 shares

    1.71% of the 13F portfolio, value $4,677,201.

    13F-HR 0002100778-26-000004 filed by Meramec Financial Planners, 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 53,313 shares
    Change vs previous 13F -2,093 shares

    1.66% of the 13F portfolio, value $4,176,531.

    13F-HR 0002100778-26-000002 filed by Meramec Financial Planners, 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 55,406 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $4,312,768.

    13F-HR 0002100778-26-000001 filed by Meramec Financial Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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