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Portfolio Resources Advisor Group, Inc.: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portfolio Resources Advisor Group, Inc. on EFV, newest first. How the timeline and the estimate are built.

Portfolio Resources Advisor Group, Inc. held 22,388 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,388 shares
    Change vs previous 13F -35,854 shares

    1.45% of the 13F portfolio, value $1,713,801.

    13F-HR 0001398344-26-012973 filed by Portfolio Resources Advisor Group, Inc.
    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 58,242 shares
    Change vs previous 13F +604 shares

    4.3% of the 13F portfolio, value $4,330,293.

    13F-HR 0001398344-26-006538 filed by Portfolio Resources Advisor Group, Inc.
    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 57,638 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $4,115,930.

    13F-HR 0001398344-26-002982 filed by Portfolio Resources Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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