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Disclosery

FINANCIAL LIFE ADVISORS: EFG position timeline

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

FINANCIAL LIFE ADVISORS held 99,828 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,828 shares
    Change vs previous 13F +17,652 shares

    3.53% of the 13F portfolio, value $12,420,616.

    13F-HR 0001730813-26-000004 filed by FINANCIAL LIFE ADVISORS
    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 82,176 shares
    Change vs previous 13F +1,652 shares

    2.85% of the 13F portfolio, value $9,151,956.

    13F-HR 0001730813-26-000003 filed by FINANCIAL LIFE ADVISORS
    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 80,524 shares
    Change vs previous 13F -3,833 shares

    2.83% of the 13F portfolio, value $9,173,309.

    13F-HR 0001730813-26-000002 filed by FINANCIAL LIFE ADVISORS
    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 84,357 shares
    Change vs previous 13F -1,689 shares

    3.09% of the 13F portfolio, value $9,606,590.

    13F-HR 0001730813-25-000006 filed by FINANCIAL LIFE ADVISORS
    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 86,046 shares
    Change vs previous 13F -3,603 shares

    3.3% of the 13F portfolio, value $9,637,167.

    13F-HR 0001730813-25-000005 filed by FINANCIAL LIFE ADVISORS
    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 89,649 shares
    Change vs previous 13F -11,477 shares

    3.34% of the 13F portfolio, value $8,964,910.

    13F-HR 0001730813-25-000004 filed by FINANCIAL LIFE ADVISORS
    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 101,126 shares
    Change vs previous 13F +3,836 shares

    3.68% of the 13F portfolio, value $9,792,040.

    13F-HR 0001730813-25-000002 filed by FINANCIAL LIFE ADVISORS
    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 97,290 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $10,473,230.

    13F-HR 0001730813-24-000007 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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