Skip to content
Disclosery

Dominguez Wealth Management Solutions, Inc.: EFG position timeline

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

Dominguez Wealth Management Solutions, Inc. held 41,501 EFG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 41,501 shares
    Change vs previous 13F +997 shares

    2.75% of the 13F portfolio, value $4,973,021.

    13F-HR 0001881335-26-000005 filed by Dominguez Wealth Management Solutions, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 40,504 shares
    Change vs previous 13F +171 shares

    2.78% of the 13F portfolio, value $5,039,462.

    13F-HR 0001881335-26-000003 filed by Dominguez Wealth Management Solutions, Inc.
    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 40,333 shares
    Change vs previous 13F +2,569 shares

    2.72% of the 13F portfolio, value $4,491,842.

    13F-HR 0001881335-26-000002 filed by Dominguez Wealth Management Solutions, Inc.
    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 37,764 shares
    Change vs previous 13F +1,893 shares

    2.63% of the 13F portfolio, value $4,302,030.

    13F-HR 0001881335-26-000001 filed by Dominguez Wealth Management Solutions, Inc.
    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 35,871 shares
    Change vs previous 13F +2,555 shares

    2.59% of the 13F portfolio, value $4,084,954.

    13F-HR 0001881335-25-000007 filed by Dominguez Wealth Management Solutions, Inc.
    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 33,316 shares
    Change vs previous 13F +2,363 shares

    2.59% of the 13F portfolio, value $3,731,357.

    13F-HR 0001881335-25-000005 filed by Dominguez Wealth Management Solutions, Inc.
    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 30,953 shares
    Change vs previous 13F +1,537 shares

    2.27% of the 13F portfolio, value $3,095,330.

    13F-HR 0001881335-25-000004 filed by Dominguez Wealth Management Solutions, Inc.
    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 29,416 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $2,848,380.

    13F-HR 0001881335-25-000001 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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