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Shotwell Rutter Baer Inc: EFV position timeline

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

Shotwell Rutter Baer Inc held 4,805 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,805 shares
    Change vs previous 13F -195 shares

    0.2% of the 13F portfolio, value $367,823.

    13F-HR 0001754960-26-000573 filed by Shotwell Rutter Baer 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 5,000 shares
    Change vs previous 13F -220 shares

    0.22% of the 13F portfolio, value $371,750.

    13F-HR 0001754960-26-000301 filed by Shotwell Rutter Baer 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 5,220 shares
    Change vs previous 13F -240 shares

    0.23% of the 13F portfolio, value $376,988.

    13F-HR 0001754960-26-000025 filed by Shotwell Rutter Baer Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,460 shares
    Change vs previous 13F -497 shares

    0.24% of the 13F portfolio, value $372,536.

    13F-HR 0001754960-25-000654 filed by Shotwell Rutter Baer Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,957 shares
    Change vs previous 13F -198 shares

    0.26% of the 13F portfolio, value $380,950.

    13F-HR 0001754960-25-000322 filed by Shotwell Rutter Baer Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,155 shares
    Change vs previous 13F -112 shares

    0.29% of the 13F portfolio, value $333,293.

    13F-HR 0001754960-25-000162 filed by Shotwell Rutter Baer Inc
    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 6,267 shares
    Change vs previous 13F +176 shares

    0.27% of the 13F portfolio, value $325,132.

    13F-HR 0001754960-25-000013 filed by Shotwell Rutter Baer Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,091 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $346,761.

    13F-HR 0001754960-24-000472 filed by Shotwell Rutter Baer Inc
    Filed (acceptance time not in the bulk data set), ingested

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