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STRATEGY ASSET MANAGERS LLC: EFV position timeline

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

STRATEGY ASSET MANAGERS LLC held 3,420 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,420 shares
    Change vs previous 13F -3,652 shares

    0.04% of the 13F portfolio, value $261,802.

    13F-HR 0001166716-26-000005 filed by STRATEGY ASSET MANAGERS 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 7,072 shares
    Change vs previous 13F -1,001 shares

    0.09% of the 13F portfolio, value $525,810.

    13F-HR 0001166716-26-000004 filed by STRATEGY ASSET MANAGERS 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 8,073 shares
    Change vs previous 13F +8,073 shares

    0.09% of the 13F portfolio, value $576,499.

    13F-HR 0001166716-26-000002 filed by STRATEGY ASSET MANAGERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001166716-24-000005 filed by STRATEGY ASSET MANAGERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.