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Disclosery

Affiance Financial, LLC: EFG position timeline

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

Affiance Financial, LLC held 23,689 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,689 shares
    Change vs previous 13F -291 shares

    0.42% of the 13F portfolio, value $2,947,385.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, 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 23,980 shares
    Change vs previous 13F -2,294 shares

    0.43% of the 13F portfolio, value $2,670,653.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, 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 26,274 shares
    Change vs previous 13F -45 shares

    0.48% of the 13F portfolio, value $2,993,134.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, 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 26,319 shares
    Change vs previous 13F -2,230 shares

    0.55% of the 13F portfolio, value $2,997,208.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, 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 28,549 shares
    Change vs previous 13F -142 shares

    0.65% of the 13F portfolio, value $3,197,488.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, 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 28,691 shares
    Change vs previous 13F -569 shares

    0.67% of the 13F portfolio, value $2,869,100.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, 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 29,260 shares
    Change vs previous 13F -1,542 shares

    0.68% of the 13F portfolio, value $2,833,246.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, 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 30,802 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,315,835.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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