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Axiom Advisory, LLC: EFG position timeline

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

Axiom Advisory, LLC held 5,422,968 EFG shares at 2024-09-30 per its 13F-HR filed 2024-10-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 5,422,968 shares
    Change vs previous 13F +455,586 shares

    5.26% of the 13F portfolio, value $562,612,589.

    13F-HR 0001085146-24-004671 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 4,967,382 shares
    Change vs previous 13F +4,889,935 shares

    5.53% of the 13F portfolio, value $507,864,924.

    13F-HR 0001085146-24-003745 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 77,447 shares
    Change vs previous 13F +2,068 shares

    5.92% of the 13F portfolio, value $8,038,220.

    13F-HR 0001085146-24-001794 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 75,379 shares
    Change vs previous 13F +293 shares

    5.88% of the 13F portfolio, value $7,300,409.

    13F-HR 0001085146-24-000547 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 75,086 shares
    Change vs previous 13F +327 shares

    5.83% of the 13F portfolio, value $6,479,955.

    13F-HR 0001085146-23-004414 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 74,759 shares
    Change vs previous 13F +1,301 shares

    6.31% of the 13F portfolio, value $7,132,778.

    13F-HR 0001085146-23-003172 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 73,458 shares
    Change vs previous 13F +937 shares

    6.6% of the 13F portfolio, value $6,898,425.

    13F-HR 0001085146-23-001825 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 72,521 shares
    Change vs previous 13F not available

    6.43% of the 13F portfolio, value $6,074,878.

    13F-HR 0001085146-23-000751 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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