Skip to content
Disclosery

COURIER CAPITAL LLC: EFG position timeline

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

COURIER CAPITAL LLC held 106,262 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,262 shares
    Change vs previous 13F +8,605 shares

    0.66% of the 13F portfolio, value $13,221,134.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 97,657 shares
    Change vs previous 13F +10,047 shares

    0.61% of the 13F portfolio, value $10,876,076.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 87,610 shares
    Change vs previous 13F +4,395 shares

    0.56% of the 13F portfolio, value $9,980,547.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 83,215 shares
    Change vs previous 13F -776 shares

    0.54% of the 13F portfolio, value $9,476,551.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 83,991 shares
    Change vs previous 13F +5,190 shares

    0.57% of the 13F portfolio, value $9,407,018.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 78,801 shares
    Change vs previous 13F +6,116 shares

    0.52% of the 13F portfolio, value $7,880,112.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 72,685 shares
    Change vs previous 13F +12,743 shares

    0.49% of the 13F portfolio, value $7,038,100.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 59,942 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $6,452,756.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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