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ALTERNA WEALTH MANAGEMENT, INC: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALTERNA WEALTH MANAGEMENT, INC on EFG, newest first. How the timeline and the estimate are built.

ALTERNA WEALTH MANAGEMENT, INC held 11,254 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,254 shares
    Change vs previous 13F +4,059 shares

    0.8% of the 13F portfolio, value $1,400,207.

    13F-HR 0001767699-26-000003 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 7,195 shares
    Change vs previous 13F +5,249 shares

    0.61% of the 13F portfolio, value $801,257.

    13F-HR 0001767699-26-000002 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 1,946 shares
    Change vs previous 13F -50 shares

    0.18% of the 13F portfolio, value $221,688.

    13F-HR 0001767699-26-000001 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 1,996 shares
    Change vs previous 13F -2,868 shares

    0.19% of the 13F portfolio, value $227,304.

    13F-HR 0001767699-25-000006 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 4,864 shares
    Change vs previous 13F -464 shares

    0.44% of the 13F portfolio, value $544,768.

    13F-HR 0001767699-25-000005 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 5,328 shares
    Change vs previous 13F -2,638 shares

    0.4% of the 13F portfolio, value $532,800.

    13F-HR 0001767699-25-000003 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 7,966 shares
    Change vs previous 13F +1,647 shares

    0.65% of the 13F portfolio, value $771,348.

    13F-HR 0001767699-25-000001 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 6,319 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $680,240.

    13F-HR 0001767699-24-000002 filed by ALTERNA WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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