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FWG Investments, LLC.: EFG position timeline

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

FWG Investments, LLC. held 14,601 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 14,601 shares
    Change vs previous 13F +1,851 shares

    0.96% of the 13F portfolio, value $1,816,619.

    13F-HR 0001944877-26-000003 filed by FWG Investments, 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 12,750 shares
    Change vs previous 13F -1,333 shares

    0.9% of the 13F portfolio, value $1,419,960.

    13F-HR 0001944877-26-000002 filed by FWG Investments, 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 14,083 shares
    Change vs previous 13F -10 shares

    1.02% of the 13F portfolio, value $1,604,354.

    13F-HR 0001944877-26-000001 filed by FWG Investments, 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 14,093 shares
    Change vs previous 13F -1,530 shares

    1.1% of the 13F portfolio, value $1,604,966.

    13F-HR 0001944877-25-000014 filed by FWG Investments, 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 15,623 shares
    Change vs previous 13F -121 shares

    1.33% of the 13F portfolio, value $1,749,764.

    13F-HR 0001944877-25-000011 filed by FWG Investments, 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 15,744 shares
    Change vs previous 13F -4,033 shares

    1.85% of the 13F portfolio, value $1,574,362.

    13F-HR 0001944877-25-000009 filed by FWG Investments, 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 19,777 shares
    Change vs previous 13F +3,003 shares

    1.49% of the 13F portfolio, value $1,914,961.

    13F-HR 0001944877-25-000008 filed by FWG Investments, 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/A 16,774 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $1,805,746.

    13F-HR/A 0001944877-25-000004 filed by FWG Investments, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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