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Disclosery

Narus Financial Partners, LLC: EFV position timeline

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

Narus Financial Partners, LLC held 59,573 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,573 shares
    Change vs previous 13F -1,874 shares

    1.17% of the 13F portfolio, value $4,560,276.

    13F-HR 0001698091-26-000004 filed by Narus Financial Partners, 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 61,447 shares
    Change vs previous 13F +240 shares

    1.2% of the 13F portfolio, value $4,568,583.

    13F-HR 0001698091-26-000003 filed by Narus Financial Partners, 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 61,207 shares
    Change vs previous 13F +192 shares

    1.2% of the 13F portfolio, value $4,370,790.

    13F-HR 0001698091-26-000002 filed by Narus Financial Partners, 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/A 61,015 shares
    Change vs previous 13F +5,243 shares

    1.13% of the 13F portfolio, value $4,138,660.

    13F-HR/A 0001698091-26-000001 filed by Narus Financial Partners, 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 55,772 shares
    Change vs previous 13F +2,352 shares

    1.11% of the 13F portfolio, value $3,540,407.

    13F-HR 0001698091-25-000004 filed by Narus Financial Partners, 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 53,420 shares
    Change vs previous 13F +1,807 shares

    1.07% of the 13F portfolio, value $3,148,575.

    13F-HR 0001698091-25-000003 filed by Narus Financial Partners, 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 51,613 shares
    Change vs previous 13F +3,352 shares

    0.92% of the 13F portfolio, value $2,708,134.

    13F-HR 0001698091-25-000001 filed by Narus Financial Partners, 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 48,261 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,776,455.

    13F-HR 0001698091-24-000009 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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