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Disclosery

Financial Advocates Investment Management: EFG position timeline

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

Financial Advocates Investment Management held 5,406 EFG shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,406 shares
    Change vs previous 13F -7,158 shares

    0.35% of the 13F portfolio, value $615,648.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 12,564 shares
    Change vs previous 13F -1,531 shares

    0.11% of the 13F portfolio, value $1,407,144.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 14,095 shares
    Change vs previous 13F -7,734 shares

    0.1% of the 13F portfolio, value $1,409,521.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 21,829 shares
    Change vs previous 13F +19,220 shares

    0.12% of the 13F portfolio, value $2,113,699.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 2,609 shares
    Change vs previous 13F -14,350 shares

    0.02% of the 13F portfolio, value $273,516.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 16,959 shares
    Change vs previous 13F +11,666 shares

    0.19% of the 13F portfolio, value $3,103,077.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 5,293 shares
    Change vs previous 13F -14,693 shares

    0.02% of the 13F portfolio, value $418,519.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 19,986 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $922,018.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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