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Bedel Financial Consulting, Inc.: EFG position timeline

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

Bedel Financial Consulting, Inc. held 124,600 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,600 shares
    Change vs previous 13F +1,200 shares

    1.49% of the 13F portfolio, value $15,502,689.

    13F-HR 0001765380-26-000237 filed by Bedel Financial Consulting, Inc.
    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 123,400 shares
    Change vs previous 13F +1,173 shares

    1.58% of the 13F portfolio, value $13,743,088.

    13F-HR 0001765380-26-000143 filed by Bedel Financial Consulting, Inc.
    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 122,227 shares
    Change vs previous 13F +528 shares

    1.5% of the 13F portfolio, value $13,924,130.

    13F-HR 0001765380-26-000047 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 121,699 shares
    Change vs previous 13F +706 shares

    1.77% of the 13F portfolio, value $13,859,136.

    13F-HR 0001765380-25-000442 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 120,993 shares
    Change vs previous 13F +453 shares

    1.85% of the 13F portfolio, value $13,551,269.

    13F-HR 0001765380-25-000339 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 120,540 shares
    Change vs previous 13F +528 shares

    1.84% of the 13F portfolio, value $12,802,549.

    13F-HR 0001765380-25-000177 filed by Bedel Financial Consulting, Inc.
    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 120,012 shares
    Change vs previous 13F +1,245 shares

    1.71% of the 13F portfolio, value $12,306,026.

    13F-HR 0001765380-25-000052 filed by Bedel Financial Consulting, Inc.
    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 118,767 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $12,785,239.

    13F-HR 0001765380-24-000437 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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