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Disclosery

Horan Securities, Inc.: EFG position timeline

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

Horan Securities, Inc. held 7,429 EFG shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 7,429 shares
    Change vs previous 13F -2,337 shares

    0.29% of the 13F portfolio, value $832,020.

    13F-HR 0001671623-25-000003 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 9,766 shares
    Change vs previous 13F +1,749 shares

    0.37% of the 13F portfolio, value $976,611.

    13F-HR 0001671623-25-000002 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 8,017 shares
    Change vs previous 13F -684 shares

    0.29% of the 13F portfolio, value $776,296.

    13F-HR 0001671623-25-000001 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 8,701 shares
    Change vs previous 13F +20 shares

    0.36% of the 13F portfolio, value $936,670.

    13F-HR 0001671623-24-000006 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 8,681 shares
    Change vs previous 13F +425 shares

    0.38% of the 13F portfolio, value $888,104.

    13F-HR 0001671623-24-000004 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 8,256 shares
    Change vs previous 13F +1,338 shares

    0.4% of the 13F portfolio, value $856,849.

    13F-HR 0001671623-24-000003 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 6,918 shares
    Change vs previous 13F +625 shares

    0.34% of the 13F portfolio, value $669,995.

    13F-HR 0001671623-24-000001 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 6,293 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $543,123.

    13F-HR 0001671623-23-000004 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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