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DAYMARK WEALTH PARTNERS, LLC: EFG position timeline

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

DAYMARK WEALTH PARTNERS, LLC held 4,294 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,294 shares
    Change vs previous 13F -104 shares

    0.01% of the 13F portfolio, value $534,249.

    13F-HR 0001956824-26-000003 filed by DAYMARK WEALTH PARTNERS, 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 4,398 shares
    Change vs previous 13F -61 shares

    0.02% of the 13F portfolio, value $489,759.

    13F-HR 0001956824-26-000002 filed by DAYMARK WEALTH PARTNERS, 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 4,459 shares
    Change vs previous 13F -39 shares

    0.02% of the 13F portfolio, value $507,922.

    13F-HR 0001956824-26-000001 filed by DAYMARK WEALTH PARTNERS, 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 4,498 shares
    Change vs previous 13F -39 shares

    0.02% of the 13F portfolio, value $512,203.

    13F-HR 0001956824-25-000009 filed by DAYMARK WEALTH PARTNERS, 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 4,537 shares
    Change vs previous 13F -4,384 shares

    0.02% of the 13F portfolio, value $508,115.

    13F-HR 0001956824-25-000007 filed by DAYMARK WEALTH PARTNERS, 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/A 8,921 shares
    Change vs previous 13F +3,690 shares

    0.04% of the 13F portfolio, value $892,138.

    13F-HR/A 0001956824-25-000005 filed by DAYMARK WEALTH PARTNERS, 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/A 5,231 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $506,555.

    13F-HR/A 0001956824-25-000002 filed by DAYMARK WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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