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1900 WEALTH MANAGEMENT LLC: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1900 WEALTH MANAGEMENT LLC on EFG, newest first. How the timeline and the estimate are built.

1900 WEALTH MANAGEMENT LLC held 48,914 EFG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 48,914 shares
    Change vs previous 13F -350 shares

    0.32% of the 13F portfolio, value $5,861,343.

    13F-HR 0001791996-26-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 49,264 shares
    Change vs previous 13F +259 shares

    0.34% of the 13F portfolio, value $6,129,405.

    13F-HR 0001791996-26-000005 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 49,005 shares
    Change vs previous 13F -1,019 shares

    0.35% of the 13F portfolio, value $5,457,652.

    13F-HR 0001791996-26-000004 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 50,024 shares
    Change vs previous 13F -2,395 shares

    0.37% of the 13F portfolio, value $5,698,692.

    13F-HR 0001791996-26-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 52,419 shares
    Change vs previous 13F -696 shares

    0.4% of the 13F portfolio, value $5,969,486.

    13F-HR 0001791996-25-000007 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 53,115 shares
    Change vs previous 13F +180 shares

    0.45% of the 13F portfolio, value $5,948,890.

    13F-HR 0001791996-25-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 52,935 shares
    Change vs previous 13F -793 shares

    0.44% of the 13F portfolio, value $5,293,511.

    13F-HR 0001791996-25-000005 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 53,728 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $5,202,464.

    13F-HR 0001791996-25-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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