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Disclosery

Per Stirling Capital Management, LLC.: EFV position timeline

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

Per Stirling Capital Management, LLC. held 19,818 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 19,818 shares
    Change vs previous 13F +6,216 shares

    0.14% of the 13F portfolio, value $1,517,075.

    13F-HR 0001689933-26-000005 filed by Per Stirling 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 13,602 shares
    Change vs previous 13F +2,880 shares

    0.11% of the 13F portfolio, value $1,011,299.

    13F-HR 0001689933-26-000003 filed by Per Stirling 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 10,722 shares
    Change vs previous 13F +2,815 shares

    0.09% of the 13F portfolio, value $765,649.

    13F-HR 0001689933-26-000001 filed by Per Stirling 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 7,907 shares
    Change vs previous 13F -35,726 shares

    0.06% of the 13F portfolio, value $536,317.

    13F-HR 0001689933-25-000006 filed by Per Stirling 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 43,633 shares
    Change vs previous 13F +27,423 shares

    0.36% of the 13F portfolio, value $2,769,817.

    13F-HR 0001689933-25-000004 filed by Per Stirling 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 16,210 shares
    Change vs previous 13F +8,612 shares

    0.14% of the 13F portfolio, value $955,406.

    13F-HR 0001689933-25-000003 filed by Per Stirling 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 7,598 shares
    Change vs previous 13F -1,819 shares

    0.06% of the 13F portfolio, value $398,676.

    13F-HR 0001689933-25-000002 filed by Per Stirling 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 9,417 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $541,766.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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