Austin Private Wealth, LLC: EFG position timeline

Austin Private Wealth, LLC held 50,154 EFG shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 50,154 shares

   Change vs previous 13F -35,047 shares

   0.43% of the 13F portfolio, value $5,713,593.

   13F-HR 0001172661-26-000230 filed by Austin Private Wealth, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

2. period ended2025-09-30

   13F 85,201 shares

   Change vs previous 13F -201,709 shares

   0.75% of the 13F portfolio, value $9,702,641.

   13F-HR 0001172661-25-004325 filed by Austin Private Wealth, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 286,910 shares

   Change vs previous 13F -37,331 shares

   2.54% of the 13F portfolio, value $32,133,867.

   13F-HR 0001172661-25-002847 filed by Austin Private Wealth, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 324,241 shares

   Change vs previous 13F -243,415 shares

   2.91% of the 13F portfolio, value $32,424,108.

   13F-HR 0001172661-25-001646 filed by Austin Private Wealth, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 567,656 shares

   Change vs previous 13F +90,670 shares

   5.16% of the 13F portfolio, value $54,966,152.

   13F-HR 0001172661-25-000335 filed by Austin Private Wealth, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

6. period ended2024-09-30

   13F 476,986 shares

   Change vs previous 13F -2,607 shares

   5.03% of the 13F portfolio, value $51,347,500.

   13F-HR 0001172661-24-004415 filed by Austin Private Wealth, LLC
   Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

7. period ended2024-06-30

   13F/A 479,593 shares

   Change vs previous 13F +157,264 shares

   5.28% of the 13F portfolio, value $49,062,410.

   13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
   Filed 2024-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

8. period ended2024-03-31

   13F 322,329 shares

   Change vs previous 13F not available

   3.81% of the 13F portfolio, value $33,093,486.

   13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
   Filed 2024-04-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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