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Disclosery

Clear Creek Financial Management, LLC: EFG position timeline

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

Clear Creek Financial Management, LLC held 21,729 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,729 shares
    Change vs previous 13F +1,217 shares

    0.17% of the 13F portfolio, value $2,703,556.

    13F-HR 0001784235-26-000004 filed by Clear Creek Financial 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 20,512 shares
    Change vs previous 13F -358 shares

    0.18% of the 13F portfolio, value $2,284,422.

    13F-HR 0001784235-26-000003 filed by Clear Creek Financial 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 20,870 shares
    Change vs previous 13F -1,396 shares

    0.19% of the 13F portfolio, value $2,377,511.

    13F-HR 0001784235-26-000001 filed by Clear Creek Financial 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 22,266 shares
    Change vs previous 13F +438 shares

    0.22% of the 13F portfolio, value $2,535,615.

    13F-HR 0001784235-25-000003 filed by Clear Creek Financial 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 21,828 shares
    Change vs previous 13F +600 shares

    0.23% of the 13F portfolio, value $2,444,700.

    13F-HR 0001085146-25-004080 filed by Clear Creek Financial 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 21,228 shares
    Change vs previous 13F -65,656 shares

    0.22% of the 13F portfolio, value $2,122,762.

    13F-HR 0001085146-25-002379 filed by Clear Creek Financial 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 86,884 shares
    Change vs previous 13F +7,076 shares

    0.91% of the 13F portfolio, value $8,412,941.

    13F-HR 0001085146-25-000456 filed by Clear Creek Financial 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 79,808 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $8,591,333.

    13F-HR 0001085146-24-005207 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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