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DOLIVER ADVISORS, LP: EFG position timeline

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

DOLIVER ADVISORS, LP held 3,566 EFG shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,566 shares
    Change vs previous 13F -4 shares

    0.09% of the 13F portfolio, value $427,314.

    13F-HR 0000938077-26-000009 filed by DOLIVER ADVISORS, LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,570 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $444,179.

    13F-HR 0000938077-26-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,570 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $397,591.

    13F-HR 0000938077-26-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,570 shares
    Change vs previous 13F -75 shares

    0.1% of the 13F portfolio, value $406,694.

    13F-HR 0000938077-26-000001 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,645 shares
    Change vs previous 13F -140 shares

    0.11% of the 13F portfolio, value $415,093.

    13F-HR 0000938077-25-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,785 shares
    Change vs previous 13F -75 shares

    0.12% of the 13F portfolio, value $423,920.

    13F-HR 0000938077-25-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,860 shares
    Change vs previous 13F -100 shares

    0.11% of the 13F portfolio, value $386,000.

    13F-HR 0000938077-25-000003 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,960 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $383,447.

    13F-HR 0000938077-25-000002 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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