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Baker Avenue Asset Management, LP: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baker Avenue Asset Management, LP on EFG, newest first. How the timeline and the estimate are built.

Baker Avenue Asset Management, LP held 461,078 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 461,078 shares
    Change vs previous 13F +6,725 shares

    1.09% of the 13F portfolio, value $57,367,266.

    13F-HR 0001432529-26-000009 filed by Baker Avenue Asset Management, LP
    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 454,353 shares
    Change vs previous 13F +3,553 shares

    1.15% of the 13F portfolio, value $50,601,249.

    13F-HR 0001432529-26-000007 filed by Baker Avenue Asset Management, LP
    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 450,800 shares
    Change vs previous 13F +4,644 shares

    1.18% of the 13F portfolio, value $51,355,091.

    13F-HR 0001432529-26-000005 filed by Baker Avenue Asset Management, LP
    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 446,156 shares
    Change vs previous 13F +5,280 shares

    1.22% of the 13F portfolio, value $50,808,239.

    13F-HR 0001432529-25-000011 filed by Baker Avenue Asset Management, LP
    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 440,876 shares
    Change vs previous 13F +3,535 shares

    1.41% of the 13F portfolio, value $49,378,106.

    13F-HR 0001432529-25-000008 filed by Baker Avenue Asset Management, LP
    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 437,341 shares
    Change vs previous 13F +3,406 shares

    1.37% of the 13F portfolio, value $43,734,054.

    13F-HR 0001432529-25-000006 filed by Baker Avenue Asset Management, LP
    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 433,935 shares
    Change vs previous 13F +1,806 shares

    1.29% of the 13F portfolio, value $42,017,907.

    13F-HR 0001432529-25-000005 filed by Baker Avenue Asset Management, LP
    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 432,129 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $46,518,703.

    13F-HR 0001432529-24-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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