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RiverFront Investment Group, LLC: EFV position timeline

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

RiverFront Investment Group, LLC held 2,969,235 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 2,969,235 shares
    Change vs previous 13F +166,318 shares

    3.01% of the 13F portfolio, value $227,294,994.

    13F-HR 0001469751-26-000006 filed by RiverFront Investment 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 2,802,917 shares
    Change vs previous 13F +241,682 shares

    3.22% of the 13F portfolio, value $208,396,940.

    13F-HR 0001469751-26-000004 filed by RiverFront Investment 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 2,561,235 shares
    Change vs previous 13F +90,996 shares

    3.02% of the 13F portfolio, value $182,897,846.

    13F-HR 0001469751-26-000002 filed by RiverFront Investment 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 2,470,239 shares
    Change vs previous 13F +106,863 shares

    2.95% of the 13F portfolio, value $167,978,421.

    13F-HR 0001469751-25-000011 filed by RiverFront Investment 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 2,363,376 shares
    Change vs previous 13F +646,329 shares

    2.93% of the 13F portfolio, value $150,027,114.

    13F-HR 0001469751-25-000008 filed by RiverFront Investment 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 1,717,047 shares
    Change vs previous 13F -737,335 shares

    2.25% of the 13F portfolio, value $101,202,759.

    13F-HR 0001469751-25-000006 filed by RiverFront Investment 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 2,454,382 shares
    Change vs previous 13F +99,272 shares

    2.93% of the 13F portfolio, value $128,781,443.

    13F-HR 0001469751-25-000002 filed by RiverFront Investment Group, 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 2,355,110 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $135,489,512.

    13F-HR 0001469751-24-000013 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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