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Aventus Investment Advisors, Inc.: EFG position timeline

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

Aventus Investment Advisors, Inc. held 97,577 EFG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 97,577 shares
    Change vs previous 13F +712 shares

    8.54% of the 13F portfolio, value $11,692,652.

    13F-HR 0002093055-26-000004 filed by Aventus Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 96,865 shares
    Change vs previous 13F -20,713 shares

    8.83% of the 13F portfolio, value $12,051,943.

    13F-HR 0002093055-26-000003 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 117,578 shares
    Change vs previous 13F +974 shares

    11.08% of the 13F portfolio, value $13,094,662.

    13F-HR 0002093055-26-000002 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 116,604 shares
    Change vs previous 13F +3,706 shares

    10.77% of the 13F portfolio, value $13,283,528.

    13F-HR 0002093055-26-000001 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 112,898 shares
    Change vs previous 13F +481 shares

    10.97% of the 13F portfolio, value $12,856,824.

    13F-HR 0002093055-25-000002 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 112,417 shares
    Change vs previous 13F not available

    11.32% of the 13F portfolio, value $12,590,704.

    13F-HR 0002093055-25-000003 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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