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Disclosery

Dynamic Financial Group: EFG position timeline

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

Dynamic Financial Group held 12,303 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,303 shares
    Change vs previous 13F -1,398 shares

    1.16% of the 13F portfolio, value $1,530,734.

    13F-HR 0001172661-26-002829 filed by Dynamic Financial Group
    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 13,701 shares
    Change vs previous 13F -8 shares

    1.25% of the 13F portfolio, value $1,525,835.

    13F-HR 0001172661-26-001704 filed by Dynamic Financial Group
    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 13,709 shares
    Change vs previous 13F +325 shares

    1.33% of the 13F portfolio, value $1,561,683.

    13F-HR 0001172661-26-000302 filed by Dynamic Financial Group
    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 13,384 shares
    Change vs previous 13F -144 shares

    1.32% of the 13F portfolio, value $1,524,200.

    13F-HR 0001172661-25-004464 filed by Dynamic Financial Group
    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 13,528 shares
    Change vs previous 13F -524 shares

    1.46% of the 13F portfolio, value $1,515,166.

    13F-HR 0001172661-25-002741 filed by Dynamic Financial Group
    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 14,052 shares
    Change vs previous 13F +30 shares

    1.41% of the 13F portfolio, value $1,405,174.

    13F-HR 0001172661-25-001760 filed by Dynamic Financial Group
    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 14,022 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $1,357,725.

    13F-HR 0001172661-25-001435 filed by Dynamic Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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