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Disclosery

Foundation Wealth Management, LLC: EFG position timeline

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

Foundation Wealth Management, LLC held 21,738 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,738 shares
    Change vs previous 13F -1,325 shares

    1.6% of the 13F portfolio, value $2,705,024.

    13F-HR 0001172661-26-002946 filed by Foundation 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 23,063 shares
    Change vs previous 13F -53 shares

    1.74% of the 13F portfolio, value $2,568,815.

    13F-HR 0001172661-26-001593 filed by Foundation 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 23,116 shares
    Change vs previous 13F -1,065 shares

    1.73% of the 13F portfolio, value $2,635,981.

    13F-HR 0001172661-26-000315 filed by Foundation 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 24,181 shares
    Change vs previous 13F -491 shares

    1.76% of the 13F portfolio, value $2,753,935.

    13F-HR 0001172661-25-004443 filed by Foundation 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 24,672 shares
    Change vs previous 13F -689 shares

    1.92% of the 13F portfolio, value $2,763,346.

    13F-HR 0001172661-25-002683 filed by Foundation 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 25,361 shares
    Change vs previous 13F -668 shares

    1.99% of the 13F portfolio, value $2,536,163.

    13F-HR 0001172661-25-001527 filed by Foundation 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 26,029 shares
    Change vs previous 13F +22 shares

    1.96% of the 13F portfolio, value $2,520,603.

    13F-HR 0001172661-25-000559 filed by Foundation Wealth 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 ended2024-09-30
    13F 26,007 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $2,799,825.

    13F-HR 0001172661-24-004389 filed by Foundation Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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