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Disclosery

WARNER FINANCIAL, INC: EFV position timeline

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

WARNER FINANCIAL, INC held 48,045 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,045 shares
    Change vs previous 13F +1,106 shares

    1.08% of the 13F portfolio, value $3,677,852.

    13F-HR 0001951757-26-000986 filed by WARNER FINANCIAL, 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 46,939 shares
    Change vs previous 13F +741 shares

    1.2% of the 13F portfolio, value $3,490,000.

    13F-HR 0001951757-26-000546 filed by WARNER FINANCIAL, 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 46,198 shares
    Change vs previous 13F +1,433 shares

    1.15% of the 13F portfolio, value $3,299,000.

    13F-HR 0001927175-26-000001 filed by WARNER FINANCIAL, 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 44,765 shares
    Change vs previous 13F +755 shares

    1.13% of the 13F portfolio, value $3,036,000.

    13F-HR 0001927175-25-000007 filed by WARNER FINANCIAL, 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 44,010 shares
    Change vs previous 13F +4,722 shares

    1.15% of the 13F portfolio, value $2,794,000.

    13F-HR 0001927175-25-000005 filed by WARNER FINANCIAL, 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 39,288 shares
    Change vs previous 13F +317 shares

    1.02% of the 13F portfolio, value $2,316,000.

    13F-HR 0001927175-25-000002 filed by WARNER FINANCIAL, 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 38,971 shares
    Change vs previous 13F +380 shares

    0.88% of the 13F portfolio, value $2,045,000.

    13F-HR 0001927175-25-000001 filed by WARNER FINANCIAL, 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 38,591 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,220,000.

    13F-HR 0001927175-24-000006 filed by WARNER FINANCIAL, INC
    Filed (acceptance time not in the bulk data set), ingested

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