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Horst & Graben Wealth Management LLC: EFG position timeline

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

Horst & Graben Wealth Management LLC held 14,596 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,596 shares
    Change vs previous 13F -588 shares

    0.24% of the 13F portfolio, value $1,791,919.

    13F-HR 0001754960-26-000604 filed by Horst & Graben 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 15,184 shares
    Change vs previous 13F +342 shares

    0.25% of the 13F portfolio, value $1,803,110.

    13F-HR 0001754960-26-000341 filed by Horst & Graben 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 14,842 shares
    Change vs previous 13F -8,967 shares

    0.26% of the 13F portfolio, value $1,690,825.

    13F-HR 0001754960-26-000124 filed by Horst & Graben 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 23,809 shares
    Change vs previous 13F -92,720 shares

    0.41% of the 13F portfolio, value $2,711,318.

    13F-HR 0001754960-25-000676 filed by Horst & Graben 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 116,529 shares
    Change vs previous 13F -858 shares

    2.16% of the 13F portfolio, value $13,051,247.

    13F-HR 0001754960-25-000489 filed by Horst & Graben 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 117,387 shares
    Change vs previous 13F -86,945 shares

    2.11% of the 13F portfolio, value $11,738,727.

    13F-HR 0001754960-25-000263 filed by Horst & Graben 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 204,332 shares
    Change vs previous 13F +11,313 shares

    3.52% of the 13F portfolio, value $19,785,473.

    13F-HR 0001754960-25-000069 filed by Horst & Graben 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 193,019 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $20,778,505.

    13F-HR 0001754960-24-000525 filed by Horst & Graben Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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