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Certus Wealth Management, LLC: EFG position timeline

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

Certus Wealth Management, LLC held 31,902 EFG shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 31,902 shares
    Change vs previous 13F -24,820 shares

    2.17% of the 13F portfolio, value $3,633,000.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 56,722 shares
    Change vs previous 13F -1,096 shares

    4.09% of the 13F portfolio, value $6,352,864.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 57,818 shares
    Change vs previous 13F -20,493 shares

    4.2% of the 13F portfolio, value $6,181,322.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 78,311 shares
    Change vs previous 13F +9,605 shares

    5.37% of the 13F portfolio, value $8,016,697.

    13F-HR 0001765380-25-000072 filed by Certus 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 ended2024-09-30
    13F 68,706 shares
    Change vs previous 13F +579 shares

    5.15% of the 13F portfolio, value $7,396,201.

    13F-HR 0001765380-24-000435 filed by Certus 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 ended2024-06-30
    13F 68,127 shares
    Change vs previous 13F +12,733 shares

    5.29% of the 13F portfolio, value $6,969,392.

    13F-HR 0001765380-24-000261 filed by Certus 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 ended2024-03-31
    13F 55,394 shares
    Change vs previous 13F +8,834 shares

    4.46% of the 13F portfolio, value $5,602,549.

    13F-HR 0001765380-24-000188 filed by Certus 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 ended2023-12-31
    13F/A 46,560 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $4,509,336.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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