Advisory Alpha, LLC: EFG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on EFG, newest first. How the timeline and the estimate are built.
Advisory Alpha, LLC held 3,952 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 3,952 sharesChange vs previous 13F +1,122 shares
0.01% of the 13F portfolio, value $491,731.
13F-HR 0001576762-26-000005 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,830 sharesChange vs previous 13F +153 shares
0.01% of the 13F portfolio, value $315,177.
13F-HR 0001576762-26-000004 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,677 sharesChange vs previous 13F -3,604 shares
0.01% of the 13F portfolio, value $304,964.
13F-HR 0001576762-26-000001 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,281 sharesChange vs previous 13F +379 shares
0.02% of the 13F portfolio, value $727,019.
13F-HR 0001576762-25-000004 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,902 sharesChange vs previous 13F -80 shares
0.02% of the 13F portfolio, value $661,078.
13F-HR 0001085146-25-004426 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 5,982 sharesChange vs previous 13F -281 shares
0.02% of the 13F portfolio, value $598,241.
13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,263 sharesChange vs previous 13F -44 shares
0.02% of the 13F portfolio, value $606,461.
13F-HR 0001085146-25-000310 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,307 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $679,005.
13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).