NOVARE CAPITAL MANAGEMENT LLC: EFIV position timeline

NOVARE CAPITAL MANAGEMENT LLC held 5,493 EFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,493 shares

   Change vs previous 13F +300 shares

   0.03% of the 13F portfolio, value $400,605.

   13F-HR 0001951757-26-001176 filed by NOVARE CAPITAL MANAGEMENT LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 5,193 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $327,577.

   13F-HR 0001951757-26-000640 filed by NOVARE CAPITAL MANAGEMENT LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 5,193 shares

   Change vs previous 13F +100 shares

   0.03% of the 13F portfolio, value $343,517.

   13F-HR 0001951757-26-000360 filed by NOVARE CAPITAL MANAGEMENT LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 5,093 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $323,864.

   13F-HR 0001951757-25-001264 filed by NOVARE CAPITAL MANAGEMENT LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 5,093 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $298,196.

   13F-HR 0001951757-25-000991 filed by NOVARE CAPITAL MANAGEMENT LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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