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FSC Wealth Advisors, LLC: EFG position timeline

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

FSC Wealth Advisors, LLC held 0 EFG shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -10,915 shares

    13F-HR 0001925685-26-000001 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 10,915 shares
    Change vs previous 13F +1,981 shares

    0.72% of the 13F portfolio, value $1,243,000.

    13F-HR 0001925685-25-000008 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F/A 8,934 shares
    Change vs previous 13F +471 shares

    0.63% of the 13F portfolio, value $1,000,608.

    13F-HR/A 0001925685-25-000007 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 8,463 shares
    Change vs previous 13F +2,200 shares

    0.56% of the 13F portfolio, value $846,300.

    13F-HR 0001925685-25-000003 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 6,263 shares
    Change vs previous 13F +1,631 shares

    0.39% of the 13F portfolio, value $606,447.

    13F-HR 0001925685-25-000001 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 4,632 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $498,635.

    13F-HR 0001925685-24-000007 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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