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Affinity Capital Advisors, LLC: EFG position timeline

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

Affinity Capital Advisors, LLC held 177,115 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,115 shares
    Change vs previous 13F +18,977 shares

    2.74% of the 13F portfolio, value $22,157,035.

    13F-HR 0001810023-26-000004 filed by Affinity Capital 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 158,138 shares
    Change vs previous 13F +14,745 shares

    2.47% of the 13F portfolio, value $17,611,801.

    13F-HR 0001810023-26-000002 filed by Affinity Capital 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 143,393 shares
    Change vs previous 13F +6,182 shares

    2.26% of the 13F portfolio, value $16,335,287.

    13F-HR 0001810023-26-000001 filed by Affinity Capital Advisors, 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 137,211 shares
    Change vs previous 13F +9,468 shares

    2.44% of the 13F portfolio, value $15,880,765.

    13F-HR 0001085146-25-005856 filed by Affinity Capital 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 127,743 shares
    Change vs previous 13F +202 shares

    2.46% of the 13F portfolio, value $14,307,197.

    13F-HR 0001085146-25-003684 filed by Affinity Capital 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 127,541 shares
    Change vs previous 13F -28,456 shares

    2.46% of the 13F portfolio, value $12,432,712.

    13F-HR 0001085146-25-002129 filed by Affinity Capital 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 155,997 shares
    Change vs previous 13F +6,345 shares

    2.88% of the 13F portfolio, value $15,300,198.

    13F-HR 0001085146-25-000176 filed by Affinity Capital 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 149,652 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $16,110,088.

    13F-HR 0001085146-24-004660 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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