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Townsend & Associates, Inc: EFV position timeline

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

Townsend & Associates, Inc held 395,138 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 395,138 shares
    Change vs previous 13F -2,992 shares

    2.62% of the 13F portfolio, value $30,793,091.

    13F-HR 0001729359-26-000004 filed by Townsend & Associates, Inc
    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 398,130 shares
    Change vs previous 13F -114,918 shares

    2.64% of the 13F portfolio, value $30,604,233.

    13F-HR 0001729359-26-000003 filed by Townsend & 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 ended2025-12-31
    13F 513,048 shares
    Change vs previous 13F +1,193 shares

    3.36% of the 13F portfolio, value $37,621,781.

    13F-HR 0001729359-26-000002 filed by Townsend & 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 ended2025-09-30
    13F 511,855 shares
    Change vs previous 13F -59,001 shares

    3.31% of the 13F portfolio, value $34,857,326.

    13F-HR 0001729359-25-000007 filed by Townsend & 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 ended2025-06-30
    13F 570,856 shares
    Change vs previous 13F -72,699 shares

    3.7% of the 13F portfolio, value $37,276,926.

    13F-HR 0001729359-25-000004 filed by Townsend & 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 ended2025-03-31
    13F 643,555 shares
    Change vs previous 13F +171,952 shares

    3.92% of the 13F portfolio, value $37,577,150.

    13F-HR 0001729359-25-000003 filed by Townsend & 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 ended2024-12-31
    13F 471,603 shares
    Change vs previous 13F +146 shares

    2.62% of the 13F portfolio, value $25,551,426.

    13F-HR 0001729359-25-000001 filed by Townsend & 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 ended2024-09-30
    13F 471,457 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $26,047,984.

    13F-HR 0001729359-24-000004 filed by Townsend & Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

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