Skip to content
Disclosery

VestGen Investment Management: EFV position timeline

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

VestGen Investment Management held 3,228 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 3,228 shares
    Change vs previous 13F -5,729 shares

    0.13% of the 13F portfolio, value $247,103.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 8,957 shares
    Change vs previous 13F -3,958 shares

    0.37% of the 13F portfolio, value $665,963.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 12,915 shares
    Change vs previous 13F +911 shares

    0.51% of the 13F portfolio, value $922,270.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 12,004 shares
    Change vs previous 13F -1,786 shares

    0.49% of the 13F portfolio, value $814,265.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 13,790 shares
    Change vs previous 13F +3,651 shares

    0.63% of the 13F portfolio, value $875,421.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 10,139 shares
    Change vs previous 13F -5,658 shares

    0.45% of the 13F portfolio, value $597,569.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    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 15,797 shares
    Change vs previous 13F -4,006 shares

    0.23% of the 13F portfolio, value $828,848.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    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 19,803 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,139,267.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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