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Disclosery

Eagle Strategies LLC: EFG position timeline

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

Eagle Strategies LLC held 83,534 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,534 shares
    Change vs previous 13F +3,126 shares

    1.03% of the 13F portfolio, value $10,393,248.

    13F-HR 0001907666-26-000004 filed by Eagle Strategies 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 80,408 shares
    Change vs previous 13F +1,134 shares

    1.07% of the 13F portfolio, value $8,955,030.

    13F-HR 0001907666-26-000003 filed by Eagle Strategies 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 79,274 shares
    Change vs previous 13F +5,676 shares

    1.15% of the 13F portfolio, value $9,030,886.

    13F-HR 0001907666-26-000001 filed by Eagle Strategies 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 73,598 shares
    Change vs previous 13F +70,101 shares

    1.12% of the 13F portfolio, value $8,381,348.

    13F-HR 0001907666-25-000003 filed by Eagle Strategies 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 3,497 shares
    Change vs previous 13F +1,350 shares

    0.06% of the 13F portfolio, value $391,672.

    13F-HR 0001085146-25-004082 filed by Eagle Strategies 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 2,147 shares
    Change vs previous 13F -213 shares

    0.04% of the 13F portfolio, value $214,741.

    13F-HR 0001085146-25-002239 filed by Eagle Strategies 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 2,360 shares
    Change vs previous 13F +125 shares

    0.04% of the 13F portfolio, value $228,510.

    13F-HR 0001085146-25-001715 filed by Eagle Strategies LLC
    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 2,235 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $240,595.

    13F-HR 0001085146-24-005165 filed by Eagle Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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