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Capital Analysts, LLC: EFV position timeline

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

Capital Analysts, LLC held 103,493 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,493 shares
    Change vs previous 13F -63,208 shares

    0.18% of the 13F portfolio, value $7,922,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 166,701 shares
    Change vs previous 13F +47,705 shares

    0.33% of the 13F portfolio, value $12,396,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 118,996 shares
    Change vs previous 13F -20,596 shares

    0.24% of the 13F portfolio, value $8,497,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 139,592 shares
    Change vs previous 13F -16,809 shares

    0.28% of the 13F portfolio, value $9,468,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, 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 156,401 shares
    Change vs previous 13F +60,577 shares

    0.33% of the 13F portfolio, value $9,928,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, 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 95,824 shares
    Change vs previous 13F -19,005 shares

    0.21% of the 13F portfolio, value $5,648,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, 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 114,829 shares
    Change vs previous 13F +13,811 shares

    0.24% of the 13F portfolio, value $6,025,000.

    13F-HR 0001624758-25-000002 filed by Capital Analysts, 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 101,018 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,812,000.

    13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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