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Disclosery

One Capital Management, LLC: EFIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of One Capital Management, LLC on EFIV, newest first. How the timeline and the estimate are built.

One Capital Management, LLC held 15,150 EFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,150 shares
    Change vs previous 13F +32 shares

    0.03% of the 13F portfolio, value $955,719.

    13F-HR 0001606588-26-000004 filed by One Capital Management, 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 15,118 shares
    Change vs previous 13F -269 shares

    0.03% of the 13F portfolio, value $953,700.

    13F-HR 0001606588-26-000003 filed by One Capital Management, 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 15,387 shares
    Change vs previous 13F -4,243 shares

    0.03% of the 13F portfolio, value $1,017,907.

    13F-HR 0001606588-26-000002 filed by One Capital Management, 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 19,630 shares
    Change vs previous 13F -13,659 shares

    0.04% of the 13F portfolio, value $1,248,318.

    13F-HR 0001606588-25-000009 filed by One Capital Management, 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 33,289 shares
    Change vs previous 13F -14,625 shares

    0.07% of the 13F portfolio, value $1,949,081.

    13F-HR 0001606588-25-000005 filed by One Capital Management, 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 47,914 shares
    Change vs previous 13F -1,276 shares

    0.09% of the 13F portfolio, value $2,563,426.

    13F-HR 0001606588-25-000004 filed by One Capital Management, 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 49,190 shares
    Change vs previous 13F -5,551 shares

    0.09% of the 13F portfolio, value $2,778,303.

    13F-HR 0001606588-25-000001 filed by One Capital Management, 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 54,741 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,052,371.

    13F-HR 0001606588-24-000008 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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