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Disclosery

NorthRock Partners, LLC: EFV position timeline

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

NorthRock Partners, LLC held 95,082 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,082 shares
    Change vs previous 13F -2,296 shares

    0.11% of the 13F portfolio, value $7,278,556.

    13F-HR 0001172661-26-003263 filed by NorthRock 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 97,378 shares
    Change vs previous 13F +462 shares

    0.12% of the 13F portfolio, value $7,240,098.

    13F-HR 0001172661-26-002224 filed by NorthRock 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 96,916 shares
    Change vs previous 13F -1,033 shares

    0.12% of the 13F portfolio, value $6,920,813.

    13F-HR 0001172661-26-001063 filed by NorthRock 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 97,949 shares
    Change vs previous 13F -1,372 shares

    0.12% of the 13F portfolio, value $6,643,897.

    13F-HR 0001172661-25-004787 filed by NorthRock 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/A 99,321 shares
    Change vs previous 13F -2,036 shares

    0.16% of the 13F portfolio, value $6,304,919.

    13F-HR/A 0001172661-25-004912 filed by NorthRock 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 101,357 shares
    Change vs previous 13F -2,535 shares

    0.2% of the 13F portfolio, value $5,973,982.

    13F-HR 0001398344-25-008966 filed by NorthRock 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/A 103,892 shares
    Change vs previous 13F -13,123 shares

    0.18% of the 13F portfolio, value $5,451,213.

    13F-HR/A 0001398344-25-007448 filed by NorthRock 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/A 117,015 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,731,873.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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