Koesten, Hirschmann & Crabtree, INC. EFV ISHARES TR

Ownership history in Koesten, Hirschmann & Crabtree, INC.  ·  7 quarters on record

AI Ownership Summary

Koesten, Hirschmann & Crabtree, INC. reported ISHARES TR (EFV) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.03% in 2024 Q1. The latest visible filing shows EFV at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EFV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koesten, Hirschmann & Crabtree, INC.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EFV was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Koesten, Hirschmann & Crabtree, INC. held EFV — position size vs. price
% of Fund (quarterly)    EFV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 954 0% 0.03% $65K 2025-11-05 $66.97
2025 Q2 UNCHANGED 954 0% 0.03% $61K 2025-08-15 $65.95
2025 Q1 UNCHANGED 954 0% 0.03% $56K 2025-04-23 $57.11
2024 Q4 UNCHANGED 954 0% 0.03% $50K 2025-02-14 $54.63
2024 Q3 UNCHANGED 954 0% 0.03% $55K 2024-11-04 $52.06
2024 Q2 UNCHANGED 954 0% 0.03% $52K 2024-09-09 $52.64
2024 Q1 INITIATED 954 0.03% $52K 2024-05-22 $50.95

FAQ About Koesten, Hirschmann & Crabtree, INC. and EFV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Koesten, Hirschmann & Crabtree, INC. reported owning EFV?

Koesten, Hirschmann & Crabtree, INC. reported EFV across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported EFV position in Koesten, Hirschmann & Crabtree, INC.'s portfolio?

The largest reported portfolio weight for EFV was 0.03% in 2024 Q1.

What is the latest reported EFV position on this page?

The most recent filing on this page is 2025 Q3, when Koesten, Hirschmann & Crabtree, INC. reported 954 shares, equal to 0.03% of portfolio, with an estimated market value of $65K.

What does the chart on this EFV ownership page compare?

The chart compares Koesten, Hirschmann & Crabtree, INC.'s quarterly EFV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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