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BOK Financial Private Wealth, Inc.: EFG position timeline

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

BOK Financial Private Wealth, Inc. held 41,080 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,080 shares
    Change vs previous 13F -2,415 shares

    0.26% of the 13F portfolio, value $5,111,177.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, 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 43,495 shares
    Change vs previous 13F -1,387 shares

    0.29% of the 13F portfolio, value $4,844,041.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, 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 44,882 shares
    Change vs previous 13F -1,200 shares

    0.31% of the 13F portfolio, value $5,112,960.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, 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 46,082 shares
    Change vs previous 13F -2,014 shares

    0.33% of the 13F portfolio, value $5,247,821.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, 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 48,096 shares
    Change vs previous 13F -9,336 shares

    0.36% of the 13F portfolio, value $5,386,755.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, 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 57,432 shares
    Change vs previous 13F -2,799 shares

    0.43% of the 13F portfolio, value $5,743,203.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, 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 60,231 shares
    Change vs previous 13F -5,876 shares

    0.42% of the 13F portfolio, value $5,832,170.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, 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 66,107 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $7,116,462.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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