Skip to content
Disclosery

New World Advisors LLC: EFV position timeline

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

New World Advisors LLC held 85,132 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,132 shares
    Change vs previous 13F +15,271 shares

    1.11% of the 13F portfolio, value $6,516,855.

    13F-HR 0001951757-26-001240 filed by New World 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/A 69,861 shares
    Change vs previous 13F +36,564 shares

    0.91% of the 13F portfolio, value $5,194,165.

    13F-HR/A 0001951757-26-000739 filed by New World 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 33,297 shares
    Change vs previous 13F +13,945 shares

    0.41% of the 13F portfolio, value $2,377,768.

    13F-HR 0001951757-26-000387 filed by New World 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 19,352 shares
    Change vs previous 13F +4,887 shares

    0.24% of the 13F portfolio, value $1,312,644.

    13F-HR 0001951757-25-001298 filed by New World 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 14,465 shares
    Change vs previous 13F +1,448 shares

    0.2% of the 13F portfolio, value $918,236.

    13F-HR 0001951757-25-001064 filed by New World 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 13,017 shares
    Change vs previous 13F +4,684 shares

    0.17% of the 13F portfolio, value $767,222.

    13F-HR 0001951757-25-000437 filed by New World 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 8,333 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $437,233.

    13F-HR 0001951757-25-000181 filed by New World Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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