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Gallagher Fiduciary Advisors, LLC: EFV position timeline

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

Gallagher Fiduciary Advisors, LLC held 5,444 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,444 shares
    Change vs previous 13F -5,595 shares

    0.01% of the 13F portfolio, value $416,747.

    13F-HR 0001527781-26-000005 filed by Gallagher Fiduciary 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 11,039 shares
    Change vs previous 13F -2,681 shares

    0.03% of the 13F portfolio, value $820,761.

    13F-HR 0001527781-26-000002 filed by Gallagher Fiduciary 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 13,720 shares
    Change vs previous 13F -1,104 shares

    0.03% of the 13F portfolio, value $979,750.

    13F-HR 0001527781-26-000001 filed by Gallagher Fiduciary 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 14,824 shares
    Change vs previous 13F -2,564 shares

    0.04% of the 13F portfolio, value $1,005,524.

    13F-HR 0001527781-25-000002 filed by Gallagher Fiduciary 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 17,388 shares
    Change vs previous 13F +6,055 shares

    0.04% of the 13F portfolio, value $1,103,801.

    13F-HR 0001085146-25-005267 filed by Gallagher Fiduciary Advisors, 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 11,333 shares
    Change vs previous 13F -1,547 shares

    0.02% of the 13F portfolio, value $667,942.

    13F-HR 0001085146-25-003320 filed by Gallagher Fiduciary Advisors, 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 12,880 shares
    Change vs previous 13F +4,456 shares

    0.13% of the 13F portfolio, value $675,792.

    13F-HR 0001085146-25-001711 filed by Gallagher Fiduciary Advisors, 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 8,424 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $484,633.

    13F-HR 0001085146-24-005948 filed by Gallagher Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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