Skip to content
Disclosery

5T Wealth, LLC: EFG position timeline

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

5T Wealth, LLC held 12,317 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,317 shares
    Change vs previous 13F -997 shares

    0.57% of the 13F portfolio, value $1,532,580.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, 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 13,314 shares
    Change vs previous 13F -3,380 shares

    0.59% of the 13F portfolio, value $1,482,757.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, 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 16,694 shares
    Change vs previous 13F -1,576 shares

    0.76% of the 13F portfolio, value $1,901,862.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, 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 18,270 shares
    Change vs previous 13F -5,203 shares

    0.91% of the 13F portfolio, value $2,080,632.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, 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 23,473 shares
    Change vs previous 13F -4,365 shares

    1.34% of the 13F portfolio, value $2,628,934.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, 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 27,838 shares
    Change vs previous 13F -8,179 shares

    1.58% of the 13F portfolio, value $2,783,856.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, 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 36,017 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $3,487,542.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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