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Disclosery

Financial Perspectives, Inc: EFG position timeline

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

Financial Perspectives, Inc held 7,312 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,312 shares
    Change vs previous 13F +886 shares

    0.22% of the 13F portfolio, value $909,773.

    13F-HR 0002003287-26-000003 filed by Financial Perspectives, 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 6,426 shares
    Change vs previous 13F +565 shares

    0.2% of the 13F portfolio, value $715,717.

    13F-HR 0002003287-26-000002 filed by Financial Perspectives, 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 5,861 shares
    Change vs previous 13F +1,554 shares

    0.18% of the 13F portfolio, value $667,713.

    13F-HR 0002003287-26-000001 filed by Financial Perspectives, 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 4,307 shares
    Change vs previous 13F +435 shares

    0.14% of the 13F portfolio, value $490,464.

    13F-HR 0002003287-25-000006 filed by Financial Perspectives, 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 3,872 shares
    Change vs previous 13F +302 shares

    0.13% of the 13F portfolio, value $433,633.

    13F-HR 0002003287-25-000004 filed by Financial Perspectives, 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 3,570 shares
    Change vs previous 13F +179 shares

    0.12% of the 13F portfolio, value $356,974.

    13F-HR 0002003287-25-000003 filed by Financial Perspectives, 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 3,391 shares
    Change vs previous 13F -302 shares

    0.11% of the 13F portfolio, value $328,325.

    13F-HR 0002003287-25-000001 filed by Financial Perspectives, 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 3,693 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $397,534.

    13F-HR 0002003287-24-000021 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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