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Shore Point Advisors, LLC: EFAV position timeline

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

Shore Point Advisors, LLC held 37,514 EFAV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,514 shares
    Change vs previous 13F -3,770 shares

    1.13% of the 13F portfolio, value $3,290,385.

    13F-HR 0001907092-26-000004 filed by Shore Point 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 41,284 shares
    Change vs previous 13F -1,168 shares

    1.49% of the 13F portfolio, value $3,772,169.

    13F-HR 0001907092-26-000003 filed by Shore Point 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 42,452 shares
    Change vs previous 13F +95 shares

    1.55% of the 13F portfolio, value $3,661,547.

    13F-HR 0001907092-26-000001 filed by Shore Point Advisors, 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 42,357 shares
    Change vs previous 13F +4,254 shares

    1.59% of the 13F portfolio, value $3,593,189.

    13F-HR 0001907092-25-000006 filed by Shore Point Advisors, 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 38,103 shares
    Change vs previous 13F -463 shares

    1.54% of the 13F portfolio, value $3,202,990.

    13F-HR 0001907092-25-000004 filed by Shore Point Advisors, 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 38,566 shares
    Change vs previous 13F -1,204 shares

    1.59% of the 13F portfolio, value $3,005,071.

    13F-HR 0001907092-25-000002 filed by Shore Point Advisors, 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 39,770 shares
    Change vs previous 13F +923 shares

    1.51% of the 13F portfolio, value $2,812,188.

    13F-HR 0001907092-25-000001 filed by Shore Point Advisors, 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 38,847 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $2,979,617.

    13F-HR 0001907092-24-000006 filed by Shore Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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