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Disclosery

Blue Trust, Inc.: EFG position timeline

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

Blue Trust, Inc. held 65,912 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,912 shares
    Change vs previous 13F -4,791 shares

    0.09% of the 13F portfolio, value $8,200,710.

    13F-HR 0001856022-26-000004 filed by Blue Trust, 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 70,703 shares
    Change vs previous 13F +63,756 shares

    0.09% of the 13F portfolio, value $7,874,193.

    13F-HR 0001856022-26-000003 filed by Blue Trust, 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 6,947 shares
    Change vs previous 13F -6,490 shares

    0.01% of the 13F portfolio, value $791,362.

    13F-HR 0001856022-26-000001 filed by Blue Trust, 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 13,437 shares
    Change vs previous 13F -65,966 shares

    0.02% of the 13F portfolio, value $1,530,165.

    13F-HR 0001856022-25-000008 filed by Blue Trust, 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 79,403 shares
    Change vs previous 13F -7,511 shares

    0.1% of the 13F portfolio, value $8,893,148.

    13F-HR 0001856022-25-000007 filed by Blue Trust, 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 86,914 shares
    Change vs previous 13F -80,830 shares

    0.11% of the 13F portfolio, value $8,691,449.

    13F-HR 0001856022-25-000006 filed by Blue Trust, 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/A 167,744 shares
    Change vs previous 13F -701 shares

    0.21% of the 13F portfolio, value $16,242,655.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, 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 168,445 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $17,231,891.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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