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Forthright Family Wealth Advisory LLC: EFG position timeline

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

Forthright Family Wealth Advisory LLC held 29,574 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,574 shares
    Change vs previous 13F -14,017 shares

    2.08% of the 13F portfolio, value $3,679,585.

    13F-HR 0002008648-26-000003 filed by Forthright Family Wealth Advisory 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 43,591 shares
    Change vs previous 13F +13,745 shares

    3.03% of the 13F portfolio, value $4,524,300.

    13F-HR 0002008648-26-000002 filed by Forthright Family Wealth Advisory 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 29,846 shares
    Change vs previous 13F -616 shares

    2.14% of the 13F portfolio, value $3,400,045.

    13F-HR 0002008648-26-000001 filed by Forthright Family Wealth Advisory 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 30,462 shares
    Change vs previous 13F -53,627 shares

    2.13% of the 13F portfolio, value $3,469,002.

    13F-HR 0002008648-25-000005 filed by Forthright Family Wealth Advisory 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 84,089 shares
    Change vs previous 13F -2,606 shares

    5.96% of the 13F portfolio, value $9,417,957.

    13F-HR 0002008648-25-000003 filed by Forthright Family Wealth Advisory 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 86,695 shares
    Change vs previous 13F +1,276 shares

    5.73% of the 13F portfolio, value $8,669,490.

    13F-HR 0002008648-25-000002 filed by Forthright Family Wealth Advisory 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 85,419 shares
    Change vs previous 13F +5,100 shares

    5.38% of the 13F portfolio, value $8,271,112.

    13F-HR 0002008648-25-000001 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 80,319 shares
    Change vs previous 13F not available

    5.33% of the 13F portfolio, value $8,296,943.

    13F-HR 0002008648-24-000004 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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