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Disclosery

D.A. DAVIDSON & CO.: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on EFG, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 21,885 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,885 shares
    Change vs previous 13F -1,557 shares

    0.02% of the 13F portfolio, value $2,722,956.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 23,442 shares
    Change vs previous 13F +2,931 shares

    0.02% of the 13F portfolio, value $2,610,806.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 20,511 shares
    Change vs previous 13F +133 shares

    0.01% of the 13F portfolio, value $2,336,685.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 20,378 shares
    Change vs previous 13F -591 shares

    0.01% of the 13F portfolio, value $2,320,749.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 20,969 shares
    Change vs previous 13F -550 shares

    0.02% of the 13F portfolio, value $2,348,629.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 21,519 shares
    Change vs previous 13F +1,101 shares

    0.02% of the 13F portfolio, value $2,151,950.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 20,418 shares
    Change vs previous 13F -1,134 shares

    0.02% of the 13F portfolio, value $1,977,124.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 21,552 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,320,082.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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