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FLP Wealth Management, LLC: EFG position timeline

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

FLP Wealth Management, LLC held 6,539 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 6,539 shares
    Change vs previous 13F +808 shares

    1.45% of the 13F portfolio, value $813,577.

    13F-HR 0002052024-26-000001 filed by FLP Wealth Management, LLC
    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/A 5,731 shares
    Change vs previous 13F -323 shares

    1.32% of the 13F portfolio, value $638,217.

    13F-HR/A 0001214659-26-005188 filed by FLP Wealth Management, LLC
    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/A 6,054 shares
    Change vs previous 13F +874 shares

    1.63% of the 13F portfolio, value $689,720.

    13F-HR/A 0001214659-26-005185 filed by FLP Wealth Management, LLC
    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/A 5,180 shares
    Change vs previous 13F -1,492 shares

    1.66% of the 13F portfolio, value $589,930.

    13F-HR/A 0001214659-25-015280 filed by FLP Wealth Management, LLC
    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 6,672 shares
    Change vs previous 13F +439 shares

    2.1% of the 13F portfolio, value $747,215.

    13F-HR 0001214659-25-014443 filed by FLP Wealth Management, LLC
    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 6,233 shares
    Change vs previous 13F +46 shares

    1.98% of the 13F portfolio, value $623,275.

    13F-HR 0001214659-25-010410 filed by FLP Wealth Management, LLC
    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 6,187 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $599,098.

    13F-HR 0001214659-25-010331 filed by FLP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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