Skip to content
Disclosery

Polaris Investment Advisors, LLC: EFV position timeline

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

Polaris Investment Advisors, LLC held 61,689 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,689 shares
    Change vs previous 13F -31,690 shares

    3.02% of the 13F portfolio, value $4,722,321.

    13F-HR 0001951757-26-000960 filed by Polaris Investment Advisors, 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 93,379 shares
    Change vs previous 13F +1,865 shares

    5.06% of the 13F portfolio, value $6,942,763.

    13F-HR 0001951757-26-000669 filed by Polaris Investment 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 91,514 shares
    Change vs previous 13F not available

    4.72% of the 13F portfolio, value $6,535,048.

    13F-HR 0001951757-26-000148 filed by Polaris Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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