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BCU Wealth Advisors, LLC: EFG position timeline

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

BCU Wealth Advisors, LLC held 17,889 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,889 shares
    Change vs previous 13F +926 shares

    0.74% of the 13F portfolio, value $2,225,777.

    13F-HR 0002085853-26-000728 filed by BCU Wealth Advisors, LLC
    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 16,963 shares
    Change vs previous 13F +14,286 shares

    0.7% of the 13F portfolio, value $1,889,209.

    13F-HR 0002085853-26-000432 filed by BCU Wealth Advisors, LLC
    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 2,677 shares
    Change vs previous 13F -1,116 shares

    0.12% of the 13F portfolio, value $305,004.

    13F-HR 0002085853-26-000157 filed by BCU Wealth Advisors, LLC
    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 3,793 shares
    Change vs previous 13F -14,822 shares

    0.17% of the 13F portfolio, value $431,955.

    13F-HR 0002085853-25-000102 filed by BCU Wealth Advisors, LLC
    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 18,615 shares
    Change vs previous 13F -4,208 shares

    0.94% of the 13F portfolio, value $2,084,935.

    13F-HR 0001667731-25-000866 filed by BCU Wealth Advisors, LLC
    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 22,823 shares
    Change vs previous 13F +3,217 shares

    1.19% of the 13F portfolio, value $2,282,275.

    13F-HR 0001667731-25-000449 filed by BCU Wealth Advisors, LLC
    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 19,606 shares
    Change vs previous 13F +3,569 shares

    1.08% of the 13F portfolio, value $1,898,447.

    13F-HR 0001667731-25-000174 filed by BCU Wealth Advisors, LLC
    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 16,037 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,726,389.

    13F-HR 0002003570-24-000006 filed by BCU Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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