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Disclosery

One Capital Management, LLC: EFV position timeline

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

One Capital Management, LLC held 345,574 EFV 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 345,574 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $25,693,438.

    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 345,574 shares
    Change vs previous 13F +326,480 shares

    0.7% of the 13F portfolio, value $25,693,438.

    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 19,094 shares
    Change vs previous 13F +7,743 shares

    0.04% of the 13F portfolio, value $1,363,528.

    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 11,351 shares
    Change vs previous 13F -153,035 shares

    0.02% of the 13F portfolio, value $770,003.

    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 164,386 shares
    Change vs previous 13F -113,863 shares

    0.36% of the 13F portfolio, value $10,435,268.

    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 278,249 shares
    Change vs previous 13F +273,559 shares

    0.55% of the 13F portfolio, value $16,400,030.

    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 4,690 shares
    Change vs previous 13F -269 shares

    0.01% of the 13F portfolio, value $246,084.

    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 4,959 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $285,291.

    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).