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ENDEAVOR PRIVATE WEALTH, INC.: EFG position timeline

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

ENDEAVOR PRIVATE WEALTH, INC. held 42,403 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,403 shares
    Change vs previous 13F +3,212 shares

    1.28% of the 13F portfolio, value $5,275,857.

    13F-HR 0001906023-26-000005 filed by ENDEAVOR PRIVATE WEALTH, INC.
    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 39,191 shares
    Change vs previous 13F +33,246 shares

    1.25% of the 13F portfolio, value $4,364,707.

    13F-HR 0001906023-26-000003 filed by ENDEAVOR PRIVATE WEALTH, INC.
    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 5,945 shares
    Change vs previous 13F -19,316 shares

    0.19% of the 13F portfolio, value $677,251.

    13F-HR 0001906023-26-000001 filed by ENDEAVOR PRIVATE WEALTH, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 25,261 shares
    Change vs previous 13F -3,945 shares

    0.89% of the 13F portfolio, value $2,876,959.

    13F-HR 0001906023-25-000008 filed by ENDEAVOR PRIVATE WEALTH, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 29,206 shares
    Change vs previous 13F +3,185 shares

    1.55% of the 13F portfolio, value $3,271,077.

    13F-HR 0001906023-25-000005 filed by ENDEAVOR PRIVATE WEALTH, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 26,021 shares
    Change vs previous 13F -9,757 shares

    1.41% of the 13F portfolio, value $2,602,117.

    13F-HR 0001906023-25-000003 filed by ENDEAVOR PRIVATE WEALTH, INC.
    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 35,778 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $3,464,397.

    13F-HR 0001906023-25-000002 filed by ENDEAVOR PRIVATE WEALTH, INC.
    Filed (acceptance time not in the bulk data set), ingested

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