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MMA ASSET MANAGEMENT LLC: EFV position timeline

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

MMA ASSET MANAGEMENT LLC held 57,734 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,734 shares
    Change vs previous 13F +4,229 shares

    1.41% of the 13F portfolio, value $4,419,538.

    13F-HR 0001193125-26-332485 filed by MMA ASSET 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 53,505 shares
    Change vs previous 13F -6,868 shares

    1.4% of the 13F portfolio, value $3,978,097.

    13F-HR 0001193125-26-147137 filed by MMA ASSET 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 60,373 shares
    Change vs previous 13F -3,566 shares

    1.54% of the 13F portfolio, value $4,311,236.

    13F-HR 0001193125-26-033937 filed by MMA ASSET 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 63,939 shares
    Change vs previous 13F -12,885 shares

    1.45% of the 13F portfolio, value $4,337,001.

    13F-HR 0001193125-25-266364 filed by MMA ASSET 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 76,824 shares
    Change vs previous 13F -132,655 shares

    1.87% of the 13F portfolio, value $4,876,805.

    13F-HR 0000950123-25-006996 filed by MMA ASSET 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 209,479 shares
    Change vs previous 13F +10,366 shares

    5.2% of the 13F portfolio, value $12,346,718.

    13F-HR 0000950123-25-004263 filed by MMA ASSET 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 199,113 shares
    Change vs previous 13F -36,370 shares

    4.57% of the 13F portfolio, value $10,447,482.

    13F-HR 0000950123-25-000960 filed by MMA ASSET 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 235,483 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $12,889,491.

    13F-HR 0000950123-25-000958 filed by MMA ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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