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Cedar Point Capital Partners, LLC: EFG position timeline

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

Cedar Point Capital Partners, LLC held 4,598 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,598 shares
    Change vs previous 13F +1,676 shares

    0.33% of the 13F portfolio, value $572,041.

    13F-HR 0001172661-26-002835 filed by Cedar Point Capital Partners, 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 2,922 shares
    Change vs previous 13F +872 shares

    0.21% of the 13F portfolio, value $325,421.

    13F-HR 0001172661-26-001611 filed by Cedar Point Capital Partners, 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 2,050 shares
    Change vs previous 13F +2,050 shares

    0.15% of the 13F portfolio, value $233,491.

    13F-HR 0001172661-26-000629 filed by Cedar Point Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -74,805 shares

    13F-HR 0001172661-25-002851 filed by Cedar Point Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 74,805 shares
    Change vs previous 13F +1,028 shares

    5.02% of the 13F portfolio, value $7,480,467.

    13F-HR 0001172661-25-001898 filed by Cedar Point Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 73,777 shares
    Change vs previous 13F +2,083 shares

    4.84% of the 13F portfolio, value $7,143,795.

    13F-HR 0001172661-25-000258 filed by Cedar Point Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 71,694 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $7,717,899.

    13F-HR 0001172661-24-004391 filed by Cedar Point Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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