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CAPTRUST FINANCIAL ADVISORS: EFG position timeline

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

CAPTRUST FINANCIAL ADVISORS held 407,560 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 407,560 shares
    Change vs previous 13F +17,120 shares

    0.08% of the 13F portfolio, value $50,708,623.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 390,440 shares
    Change vs previous 13F +126,305 shares

    0.08% of the 13F portfolio, value $43,482,505.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 264,135 shares
    Change vs previous 13F +12,205 shares

    0.06% of the 13F portfolio, value $30,090,301.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 251,930 shares
    Change vs previous 13F -12,055 shares

    0.06% of the 13F portfolio, value $28,689,773.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 263,985 shares
    Change vs previous 13F +446 shares

    0.07% of the 13F portfolio, value $29,566,312.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 263,539 shares
    Change vs previous 13F -3,279 shares

    0.07% of the 13F portfolio, value $26,353,938.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 266,818 shares
    Change vs previous 13F +29,867 shares

    0.07% of the 13F portfolio, value $25,835,976.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 236,951 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $25,507,798.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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