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Cardinal Strategic Wealth Guidance: EFG position timeline

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

Cardinal Strategic Wealth Guidance held 82,980 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,980 shares
    Change vs previous 13F -23,702 shares

    2.34% of the 13F portfolio, value $10,324,372.

    13F-HR 0001398344-26-013133 filed by Cardinal Strategic Wealth Guidance
    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 106,682 shares
    Change vs previous 13F -1,066 shares

    3.13% of the 13F portfolio, value $11,881,175.

    13F-HR 0001398344-26-006724 filed by Cardinal Strategic Wealth Guidance
    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 107,748 shares
    Change vs previous 13F -31,798 shares

    3.21% of the 13F portfolio, value $12,274,653.

    13F-HR 0001398344-26-001343 filed by Cardinal Strategic Wealth Guidance
    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 139,546 shares
    Change vs previous 13F -5,908 shares

    4.27% of the 13F portfolio, value $15,891,499.

    13F-HR 0001398344-25-019564 filed by Cardinal Strategic Wealth Guidance
    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 145,454 shares
    Change vs previous 13F -45,798 shares

    4.7% of the 13F portfolio, value $16,290,848.

    13F-HR 0001398344-25-013430 filed by Cardinal Strategic Wealth Guidance
    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 191,252 shares
    Change vs previous 13F -24,450 shares

    6.11% of the 13F portfolio, value $19,125,200.

    13F-HR 0001398344-25-008407 filed by Cardinal Strategic Wealth Guidance
    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 215,702 shares
    Change vs previous 13F +4,283 shares

    6.66% of the 13F portfolio, value $20,886,425.

    13F-HR 0001398344-25-001349 filed by Cardinal Strategic Wealth Guidance
    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 211,419 shares
    Change vs previous 13F not available

    7.45% of the 13F portfolio, value $22,759,256.

    13F-HR 0001398344-24-019613 filed by Cardinal Strategic Wealth Guidance
    Filed (acceptance time not in the bulk data set), ingested

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