Advus Financial Partners, LLC: EFG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advus Financial Partners, LLC on EFG, newest first. How the timeline and the estimate are built.
Advus Financial Partners, LLC held 24,469 EFG shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.
the latest 13F is the newest step
- period ended2026-06-3013F/A 24,469 sharesChange vs previous 13F +1,701 shares
0.87% of the 13F portfolio, value $3,044,478.
13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
Accepted , ingested - period ended2026-03-3113F/A 22,768 sharesChange vs previous 13F -2,297 shares
0.96% of the 13F portfolio, value $2,535,634.
13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
Accepted , ingested - period ended2025-12-3113F/A 25,065 sharesChange vs previous 13F -6,115 shares
1.03% of the 13F portfolio, value $2,855,365.
13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
Accepted , ingested - period ended2025-09-3013F/A 31,180 sharesChange vs previous 13F -5,316 shares
1.32% of the 13F portfolio, value $3,550,868.
13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
Accepted , ingested - period ended2025-06-3013F/A 36,496 sharesChange vs previous 13F -5,178 shares
1.61% of the 13F portfolio, value $4,087,641.
13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
Accepted , ingested - period ended2025-03-3113F/A 41,674 sharesChange vs previous 13F -2,238 shares
1.79% of the 13F portfolio, value $4,167,479.
13F-HR/A 0002150676-26-000039 filed by Advus Financial Partners, LLC
Accepted , ingested - period ended2024-12-3113F/A 43,912 sharesChange vs previous 13F +5,137 shares
1.82% of the 13F portfolio, value $4,252,076.
13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
Accepted , ingested - period ended2024-09-3013F/A 38,775 sharesChange vs previous 13F not available
1.75% of the 13F portfolio, value $4,174,214.
13F-HR/A 0002150676-26-000037 filed by Advus Financial Partners, LLC
Accepted , ingested