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Capital A Wealth Management, LLC: EFG position timeline

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

Capital A Wealth Management, LLC held 427 EFG shares at 2025-06-30 per its 13F-HR filed 2025-09-26.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 427 shares
    Change vs previous 13F -86,872 shares

    0.46% of the 13F portfolio, value $41,364.

    13F-HR 0002055297-25-000008 filed by Capital A Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 87,299 shares
    Change vs previous 13F +70,159 shares

    9.15% of the 13F portfolio, value $8,729,914.

    13F-HR 0002055297-25-000004 filed by Capital A Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 17,140 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $1,659,680.

    13F-HR 0002055297-25-000002 filed by Capital A Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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