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Brookwood Investment Group LLC: EFG position timeline

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

Brookwood Investment Group LLC held 15,207 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,207 shares
    Change vs previous 13F +8,506 shares

    0.22% of the 13F portfolio, value $1,892,082.

    13F-HR 0002066812-26-000003 filed by Brookwood Investment Group 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 6,701 shares
    Change vs previous 13F -1,680 shares

    0.1% of the 13F portfolio, value $746,245.

    13F-HR 0002066812-26-000002 filed by Brookwood Investment Group 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 8,381 shares
    Change vs previous 13F -1,296 shares

    0.11% of the 13F portfolio, value $954,718.

    13F-HR 0002066812-26-000001 filed by Brookwood Investment Group 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 9,677 shares
    Change vs previous 13F -344 shares

    0.14% of the 13F portfolio, value $1,102,019.

    13F-HR 0002066812-25-000006 filed by Brookwood Investment Group 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 10,021 shares
    Change vs previous 13F -1,086 shares

    0.18% of the 13F portfolio, value $1,122,398.

    13F-HR 0002066812-25-000005 filed by Brookwood Investment Group 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 11,107 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,110,742.

    13F-HR 0002066812-25-000004 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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