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FORTE ASSET MANAGEMENT LLC: EFG position timeline

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

FORTE ASSET MANAGEMENT LLC held 52,417 EFG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 52,417 shares
    Change vs previous 13F +656 shares

    2.53% of the 13F portfolio, value $6,281,103.

    13F-HR 0001927129-26-000004 filed by FORTE ASSET MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 51,761 shares
    Change vs previous 13F +696 shares

    2.63% of the 13F portfolio, value $6,440,077.

    13F-HR 0001927129-26-000003 filed by FORTE ASSET 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 ended2026-03-31
    13F 51,065 shares
    Change vs previous 13F -8,339 shares

    2.5% of the 13F portfolio, value $5,687,131.

    13F-HR 0001927129-26-000002 filed by FORTE ASSET 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 ended2025-12-31
    13F 59,404 shares
    Change vs previous 13F -3,234 shares

    3.07% of the 13F portfolio, value $6,767,327.

    13F-HR 0001927129-26-000001 filed by FORTE ASSET 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 ended2025-09-30
    13F 62,638 shares
    Change vs previous 13F -6,643 shares

    3.43% of the 13F portfolio, value $7,133,196.

    13F-HR 0001927129-25-000005 filed by FORTE ASSET 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 ended2025-06-30
    13F 69,281 shares
    Change vs previous 13F -4,991 shares

    3.95% of the 13F portfolio, value $7,759,453.

    13F-HR 0001927129-25-000004 filed by FORTE ASSET 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 ended2025-03-31
    13F 74,272 shares
    Change vs previous 13F +1,381 shares

    3.74% of the 13F portfolio, value $7,427,190.

    13F-HR 0001927129-25-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 72,891 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $7,058,026.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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