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FAS Wealth Partners, Inc.: EFG position timeline

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

FAS Wealth Partners, Inc. held 530,741 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 530,741 shares
    Change vs previous 13F +66,552 shares

    3.44% of the 13F portfolio, value $66,034,782.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, 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 464,189 shares
    Change vs previous 13F +6,603 shares

    3.22% of the 13F portfolio, value $51,696,708.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, 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 457,586 shares
    Change vs previous 13F +11,049 shares

    3.37% of the 13F portfolio, value $52,128,207.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, 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 446,537 shares
    Change vs previous 13F +13,205 shares

    3.45% of the 13F portfolio, value $50,851,601.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, 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 433,332 shares
    Change vs previous 13F +22,283 shares

    3.59% of the 13F portfolio, value $48,533,165.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, 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 411,049 shares
    Change vs previous 13F +2,234 shares

    3.35% of the 13F portfolio, value $41,104,895.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, 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 408,815 shares
    Change vs previous 13F +12,756 shares

    3.33% of the 13F portfolio, value $39,585,600.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 396,059 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $42,635,750.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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