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Disclosery

Sterling Capital Management LLC: EFV position timeline

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

Sterling Capital Management LLC held 95,250 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,250 shares
    Change vs previous 13F -906 shares

    0.12% of the 13F portfolio, value $7,291,388.

    13F-HR 0001398344-26-012836 filed by Sterling Capital Management 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 96,156 shares
    Change vs previous 13F -5,666 shares

    0.14% of the 13F portfolio, value $7,149,199.

    13F-HR 0001398344-26-006811 filed by Sterling Capital Management 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 101,822 shares
    Change vs previous 13F -32,961 shares

    0.12% of the 13F portfolio, value $7,271,109.

    13F-HR 0001398344-26-003032 filed by Sterling Capital Management 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 134,783 shares
    Change vs previous 13F -16,266 shares

    0.13% of the 13F portfolio, value $9,142,331.

    13F-HR 0001398344-25-020719 filed by Sterling Capital Management 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/A 151,049 shares
    Change vs previous 13F -23,175 shares

    0.14% of the 13F portfolio, value $9,588,591.

    13F-HR/A 0001398344-25-014776 filed by Sterling Capital Management 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 174,224 shares
    Change vs previous 13F +19,820 shares

    0.16% of the 13F portfolio, value $10,268,763.

    13F-HR 0001398344-25-009257 filed by Sterling Capital Management 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 154,404 shares
    Change vs previous 13F +557 shares

    0.11% of the 13F portfolio, value $8,101,578.

    13F-HR 0001398344-25-002700 filed by Sterling Capital Management 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 153,847 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,850,818.

    13F-HR 0001398344-24-020415 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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