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Stone House Investment Management, LLC: EFV position timeline

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

Stone House Investment Management, LLC held 174,577 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,577 shares
    Change vs previous 13F -209,073 shares

    1.78% of the 13F portfolio, value $13,363,880.

    13F-HR 0001696497-26-000009 filed by Stone House Investment 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 383,650 shares
    Change vs previous 13F -6,291 shares

    5.11% of the 13F portfolio, value $28,524,360.

    13F-HR 0001696497-26-000006 filed by Stone House Investment 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 389,941 shares
    Change vs previous 13F -65,146 shares

    4.32% of the 13F portfolio, value $27,845,659.

    13F-HR 0001696497-26-000002 filed by Stone House Investment 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 455,087 shares
    Change vs previous 13F -58,559 shares

    5.2% of the 13F portfolio, value $30,868,571.

    13F-HR 0001696497-25-000010 filed by Stone House Investment 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 513,646 shares
    Change vs previous 13F +186,253 shares

    5.99% of the 13F portfolio, value $32,606,262.

    13F-HR 0001999371-25-010654 filed by Stone House Investment 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 327,393 shares
    Change vs previous 13F -14,051 shares

    3.91% of the 13F portfolio, value $19,296,568.

    13F-HR 0002034054-25-000003 filed by Stone House Investment 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 341,444 shares
    Change vs previous 13F -32,045 shares

    4.55% of the 13F portfolio, value $17,915,545.

    13F-HR 0001696497-25-000001 filed by Stone House Investment 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 373,489 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $21,486,841.

    13F-HR 0001696497-24-000008 filed by Stone House Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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