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Disclosery

Stegner Investment Associates Inc.: EFV position timeline

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

Stegner Investment Associates Inc. held 22,031 EFV shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,031 shares
    Change vs previous 13F -252 shares

    0.81% of the 13F portfolio, value $1,743,533.

    13F-HR 0001907433-26-000005 filed by Stegner Investment Associates Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,283 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $1,705,764.

    13F-HR 0001907433-26-000003 filed by Stegner Investment Associates 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 22,283 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $1,656,741.

    13F-HR 0001907433-26-000002 filed by Stegner Investment Associates 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 22,283 shares
    Change vs previous 13F -4,672 shares

    0.85% of the 13F portfolio, value $1,591,229.

    13F-HR 0001907433-26-000001 filed by Stegner Investment Associates 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 26,955 shares
    Change vs previous 13F -1,393 shares

    1% of the 13F portfolio, value $1,828,358.

    13F-HR 0001907433-25-000004 filed by Stegner Investment Associates 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 28,348 shares
    Change vs previous 13F -3,119 shares

    1.1% of the 13F portfolio, value $1,799,531.

    13F-HR 0001907433-25-000002 filed by Stegner Investment Associates 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 31,467 shares
    Change vs previous 13F -579 shares

    1.3% of the 13F portfolio, value $1,854,665.

    13F-HR 0001172661-25-001573 filed by Stegner Investment Associates 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 32,046 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,681,454.

    13F-HR 0001172661-25-000529 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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