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Net Worth Advisory Group: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on EFV, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 14,088 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,088 shares
    Change vs previous 13F -48,813 shares

    0.27% of the 13F portfolio, value $1,078,455.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 62,901 shares
    Change vs previous 13F -319 shares

    0.97% of the 13F portfolio, value $4,676,677.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 63,220 shares
    Change vs previous 13F +51,237 shares

    0.91% of the 13F portfolio, value $4,514,534.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 11,983 shares
    Change vs previous 13F -49,711 shares

    0.24% of the 13F portfolio, value $812,831.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 61,694 shares
    Change vs previous 13F +48,893 shares

    0.87% of the 13F portfolio, value $3,916,308.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 12,801 shares
    Change vs previous 13F -233 shares

    0.24% of the 13F portfolio, value $754,468.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 13,034 shares
    Change vs previous 13F -173 shares

    0.21% of the 13F portfolio, value $683,890.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 13,207 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $759,788.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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