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Cassaday & Co Wealth Management LLC: EFG position timeline

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

Cassaday & Co Wealth Management LLC held 189,207 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 189,207 shares
    Change vs previous 13F -4,984 shares

    0.44% of the 13F portfolio, value $23,541,171.

    13F-HR 0001963612-26-000004 filed by Cassaday & Co 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 ended2026-03-31
    13F 194,191 shares
    Change vs previous 13F -3,753 shares

    0.46% of the 13F portfolio, value $21,627,100.

    13F-HR 0001963612-26-000002 filed by Cassaday & Co 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 ended2025-12-31
    13F 197,944 shares
    Change vs previous 13F -2,539 shares

    0.48% of the 13F portfolio, value $22,549,830.

    13F-HR 0001963612-26-000001 filed by Cassaday & Co Wealth Management 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 200,483 shares
    Change vs previous 13F -5,425 shares

    0.53% of the 13F portfolio, value $22,830,970.

    13F-HR 0001963612-25-000002 filed by Cassaday & Co Wealth Management 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 205,908 shares
    Change vs previous 13F -1,934 shares

    0.58% of the 13F portfolio, value $23,061,663.

    13F-HR 0001765380-25-000286 filed by Cassaday & Co Wealth Management 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 207,842 shares
    Change vs previous 13F -12,473 shares

    0.58% of the 13F portfolio, value $20,784,236.

    13F-HR 0001765380-25-000163 filed by Cassaday & Co Wealth Management LLC
    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 220,315 shares
    Change vs previous 13F -1,540 shares

    0.58% of the 13F portfolio, value $21,333,071.

    13F-HR 0001765380-25-000031 filed by Cassaday & Co Wealth Management LLC
    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 221,855 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $23,882,680.

    13F-HR 0001765380-24-000408 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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