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Disclosery

THEORY FINANCIAL LLC: EFV position timeline

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

THEORY FINANCIAL LLC held 5,473 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,473 shares
    Change vs previous 13F -26,106 shares

    0.13% of the 13F portfolio, value $418,958.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 31,579 shares
    Change vs previous 13F -22,131 shares

    0.82% of the 13F portfolio, value $2,347,875.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 53,710 shares
    Change vs previous 13F -4,967 shares

    1.34% of the 13F portfolio, value $3,989,018.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 58,677 shares
    Change vs previous 13F -16,756 shares

    1.42% of the 13F portfolio, value $4,021,458.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL 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 75,433 shares
    Change vs previous 13F +25,058 shares

    1.81% of the 13F portfolio, value $4,777,199.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL 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 50,375 shares
    Change vs previous 13F -12,972 shares

    1.25% of the 13F portfolio, value $2,969,103.

    13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL 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 63,347 shares
    Change vs previous 13F +8,684 shares

    1.39% of the 13F portfolio, value $3,323,817.

    13F-HR 0001085146-25-000715 filed by THEORY FINANCIAL 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 54,663 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,999,905.

    13F-HR 0001085146-24-005400 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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