Skip to content
Disclosery

Cranbrook Wealth Management, LLC: EFG position timeline

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

Cranbrook Wealth Management, LLC held 73,273 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,273 shares
    Change vs previous 13F -2,574 shares

    1.71% of the 13F portfolio, value $9,116,614.

    13F-HR 0000905729-26-000145 filed by Cranbrook 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 75,847 shares
    Change vs previous 13F -3,022 shares

    1.72% of the 13F portfolio, value $8,447,121.

    13F-HR 0000905729-26-000082 filed by Cranbrook 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 78,869 shares
    Change vs previous 13F -1,834 shares

    1.77% of the 13F portfolio, value $8,984,747.

    13F-HR 0000905729-26-000022 filed by Cranbrook 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 80,703 shares
    Change vs previous 13F -1,935 shares

    1.84% of the 13F portfolio, value $9,190,497.

    13F-HR 0000905729-25-000169 filed by Cranbrook 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 82,638 shares
    Change vs previous 13F +1,476 shares

    1.97% of the 13F portfolio, value $9,255,470.

    13F-HR 0000905729-25-000122 filed by Cranbrook 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 81,162 shares
    Change vs previous 13F +182 shares

    1.89% of the 13F portfolio, value $8,116,182.

    13F-HR 0000905729-25-000072 filed by Cranbrook 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 80,980 shares
    Change vs previous 13F -551 shares

    1.82% of the 13F portfolio, value $7,841,318.

    13F-HR 0000905729-25-000015 filed by Cranbrook 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 81,531 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $8,776,860.

    13F-HR 0000905729-24-000158 filed by Cranbrook Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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