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Disclosery

ONE Advisory Partners, LLC: EFV position timeline

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

ONE Advisory Partners, LLC held 21,601 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,601 shares
    Change vs previous 13F -105,209 shares

    0.45% of the 13F portfolio, value $1,653,557.

    13F-HR 0001819695-26-000009 filed by ONE Advisory 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 126,810 shares
    Change vs previous 13F -76,750 shares

    2.91% of the 13F portfolio, value $9,428,320.

    13F-HR 0001819695-26-000005 filed by ONE Advisory 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 203,560 shares
    Change vs previous 13F -30,205 shares

    4.38% of the 13F portfolio, value $14,536,227.

    13F-HR 0001819695-26-000002 filed by ONE Advisory 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 233,765 shares
    Change vs previous 13F -32,733 shares

    4.81% of the 13F portfolio, value $15,687,944.

    13F-HR 0001819695-25-000005 filed by ONE Advisory 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 266,498 shares
    Change vs previous 13F +101,525 shares

    5.86% of the 13F portfolio, value $17,554,199.

    13F-HR 0001085146-25-004169 filed by ONE Advisory 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 164,973 shares
    Change vs previous 13F -52,248 shares

    4.15% of the 13F portfolio, value $9,723,518.

    13F-HR 0001085146-25-002074 filed by ONE Advisory 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 217,221 shares
    Change vs previous 13F +3,126 shares

    5.06% of the 13F portfolio, value $11,397,594.

    13F-HR 0001085146-25-000340 filed by ONE Advisory 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 214,095 shares
    Change vs previous 13F not available

    5.41% of the 13F portfolio, value $12,316,883.

    13F-HR 0001085146-24-004977 filed by ONE Advisory Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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