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Disclosery

Opulen Financial Group LLC: EFIV position timeline

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

Opulen Financial Group LLC held 9,827 EFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,827 shares
    Change vs previous 13F +1,136 shares

    0.45% of the 13F portfolio, value $716,663.

    13F-HR 0002055099-26-000003 filed by Opulen Financial Group 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 8,691 shares
    Change vs previous 13F +22 shares

    0.39% of the 13F portfolio, value $548,217.

    13F-HR 0002055099-26-000002 filed by Opulen Financial Group 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 8,669 shares
    Change vs previous 13F +23 shares

    0.42% of the 13F portfolio, value $573,459.

    13F-HR 0002055099-26-000001 filed by Opulen Financial Group 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 8,646 shares
    Change vs previous 13F +142 shares

    0.42% of the 13F portfolio, value $549,799.

    13F-HR 0002055099-25-000010 filed by Opulen Financial Group 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 8,504 shares
    Change vs previous 13F +2 shares

    0.41% of the 13F portfolio, value $497,885.

    13F-HR 0002055099-25-000004 filed by Opulen Financial Group 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 8,502 shares
    Change vs previous 13F +11 shares

    0.41% of the 13F portfolio, value $454,858.

    13F-HR 0002055099-25-000002 filed by Opulen Financial Group 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 8,491 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $479,547.

    13F-HR 0002055099-25-000001 filed by Opulen Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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