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VestGen Advisors, LLC: EFV position timeline

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

VestGen Advisors, LLC held 108,094 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,094 shares
    Change vs previous 13F -6,700 shares

    0.24% of the 13F portfolio, value $8,274,632.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, 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 114,794 shares
    Change vs previous 13F +6,729 shares

    0.25% of the 13F portfolio, value $8,963,137.

    13F-HR 0002050130-26-000004 filed by VestGen Advisors, 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 108,065 shares
    Change vs previous 13F +2,108 shares

    0.33% of the 13F portfolio, value $7,716,916.

    13F-HR 0002050130-26-000001 filed by VestGen Advisors, 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 105,957 shares
    Change vs previous 13F +2,504 shares

    0.24% of the 13F portfolio, value $7,187,041.

    13F-HR 0002050130-25-000006 filed by VestGen Advisors, 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 103,453 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,627,180.

    13F-HR 0002050130-25-000005 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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