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Disclosery

Operose Advisors LLC: EFIV position timeline

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

Operose Advisors LLC held 0 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 0 shares
    Change vs previous 13F -8,409 shares

    13F-HR 0001909750-26-000007 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 8,409 shares
    Change vs previous 13F +23 shares

    0.12% of the 13F portfolio, value $530,392.

    13F-HR 0001909750-26-000005 filed by Operose Advisors 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 8,386 shares
    Change vs previous 13F +22 shares

    0.13% of the 13F portfolio, value $554,780.

    13F-HR 0001909750-26-000002 filed by Operose Advisors 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 8,364 shares
    Change vs previous 13F +21 shares

    0.13% of the 13F portfolio, value $531,890.

    13F-HR 0001909750-25-000013 filed by Operose Advisors 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 8,343 shares
    Change vs previous 13F +25 shares

    0.14% of the 13F portfolio, value $488,465.

    13F-HR 0001909750-25-000007 filed by Operose Advisors 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 8,318 shares
    Change vs previous 13F +25 shares

    0.15% of the 13F portfolio, value $444,989.

    13F-HR 0001909750-25-000005 filed by Operose Advisors 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 8,293 shares
    Change vs previous 13F +27 shares

    0.16% of the 13F portfolio, value $468,372.

    13F-HR 0001909750-25-000002 filed by Operose Advisors 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 8,266 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $460,926.

    13F-HR 0001909750-24-000010 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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