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AMERICAN FINANCIAL & TAX STRATEGIES INC: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMERICAN FINANCIAL & TAX STRATEGIES INC on EFG, newest first. How the timeline and the estimate are built.

AMERICAN FINANCIAL & TAX STRATEGIES INC held 23,452 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,452 shares
    Change vs previous 13F -80 shares

    1.32% of the 13F portfolio, value $2,917,941.

    13F-HR 0000911927-26-000003 filed by AMERICAN FINANCIAL & TAX STRATEGIES 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 23,532 shares
    Change vs previous 13F -74 shares

    1.27% of the 13F portfolio, value $2,620,797.

    13F-HR 0000911927-26-000002 filed by AMERICAN FINANCIAL & TAX STRATEGIES 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 23,606 shares
    Change vs previous 13F -3,814 shares

    1.34% of the 13F portfolio, value $2,689,235.

    13F-HR 0000911927-26-000001 filed by AMERICAN FINANCIAL & TAX STRATEGIES 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 27,420 shares
    Change vs previous 13F -1,269 shares

    1.56% of the 13F portfolio, value $3,122,629.

    13F-HR 0000911927-25-000006 filed by AMERICAN FINANCIAL & TAX STRATEGIES 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 28,689 shares
    Change vs previous 13F -106 shares

    1.66% of the 13F portfolio, value $3,213,207.

    13F-HR 0000911927-25-000003 filed by AMERICAN FINANCIAL & TAX STRATEGIES 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 28,795 shares
    Change vs previous 13F -2,362 shares

    1.55% of the 13F portfolio, value $2,879,534.

    13F-HR 0000911927-25-000002 filed by AMERICAN FINANCIAL & TAX STRATEGIES 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 31,157 shares
    Change vs previous 13F 0 shares

    1.56% of the 13F portfolio, value $3,016,966.

    13F-HR 0000911927-25-000001 filed by AMERICAN FINANCIAL & TAX STRATEGIES 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 31,157 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $3,354,088.

    13F-HR 0000911927-24-000007 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    Filed (acceptance time not in the bulk data set), ingested

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