Skip to content
Disclosery

RTD Financial Advisors, Inc.: EFV position timeline

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

RTD Financial Advisors, Inc. held 156,174 EFV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 156,174 shares
    Change vs previous 13F -1,936 shares

    1.35% of the 13F portfolio, value $12,359,637.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 158,110 shares
    Change vs previous 13F -3,042 shares

    1.32% of the 13F portfolio, value $12,103,346.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 161,152 shares
    Change vs previous 13F -7,226 shares

    1.47% of the 13F portfolio, value $11,981,632.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 168,378 shares
    Change vs previous 13F -4,624 shares

    1.47% of the 13F portfolio, value $12,023,841.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 173,002 shares
    Change vs previous 13F +2,732 shares

    1.41% of the 13F portfolio, value $11,734,733.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 170,270 shares
    Change vs previous 13F -1,798 shares

    1.38% of the 13F portfolio, value $10,808,770.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 172,068 shares
    Change vs previous 13F +3,466 shares

    1.36% of the 13F portfolio, value $10,141,711.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 168,602 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $8,846,537.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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