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Accelerate Investment Advisors LLC: EFG position timeline

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

Accelerate Investment Advisors LLC held 9,616 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,616 shares
    Change vs previous 13F +1,803 shares

    0.69% of the 13F portfolio, value $1,196,439.

    13F-HR 0001172661-26-003312 filed by Accelerate Investment 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 7,813 shares
    Change vs previous 13F +7,813 shares

    0.58% of the 13F portfolio, value $870,108.

    13F-HR 0001213900-26-042947 filed by Accelerate Investment 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 0 shares
    Change vs previous 13F -2,652 shares

    13F-HR 0001213900-26-003124 filed by Accelerate Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 2,652 shares
    Change vs previous 13F -3,300 shares

    0.21% of the 13F portfolio, value $301,968.

    13F-HR 0001213900-25-098277 filed by Accelerate Investment 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 5,952 shares
    Change vs previous 13F -383 shares

    0.5% of the 13F portfolio, value $666,583.

    13F-HR 0001213900-25-061754 filed by Accelerate Investment 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 6,335 shares
    Change vs previous 13F -3,358 shares

    0.53% of the 13F portfolio, value $633,455.

    13F-HR 0001213900-25-033475 filed by Accelerate Investment 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 9,693 shares
    Change vs previous 13F +2,563 shares

    0.83% of the 13F portfolio, value $938,525.

    13F-HR 0001213900-25-002953 filed by Accelerate Investment 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 7,130 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $767,589.

    13F-HR 0001213900-24-087355 filed by Accelerate Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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