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Disclosery

&PARTNERS: EFV position timeline

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

&PARTNERS held 177,484 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,484 shares
    Change vs previous 13F -129,222 shares

    0.06% of the 13F portfolio, value $13,603,850.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 306,706 shares
    Change vs previous 13F +10,921 shares

    0.11% of the 13F portfolio, value $22,804,419.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 295,785 shares
    Change vs previous 13F +25,046 shares

    0.11% of the 13F portfolio, value $21,144,092.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 270,739 shares
    Change vs previous 13F -1,786 shares

    0.12% of the 13F portfolio, value $18,373,747.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 272,525 shares
    Change vs previous 13F +103,925 shares

    0.13% of the 13F portfolio, value $17,310,313.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 168,600 shares
    Change vs previous 13F -16,093 shares

    0.11% of the 13F portfolio, value $10,004,474.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 184,693 shares
    Change vs previous 13F +68,339 shares

    0.12% of the 13F portfolio, value $9,714,183.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 116,354 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $6,799,104.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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