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Hoxton Planning & Management, LLC: EFG position timeline

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

Hoxton Planning & Management, LLC held 58,659 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,659 shares
    Change vs previous 13F +2,621 shares

    1.9% of the 13F portfolio, value $7,298,400.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & 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 56,038 shares
    Change vs previous 13F +23,746 shares

    1.87% of the 13F portfolio, value $6,240,976.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & 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 32,292 shares
    Change vs previous 13F -2,411 shares

    1.1% of the 13F portfolio, value $3,678,729.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & 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 34,703 shares
    Change vs previous 13F -17,369 shares

    1.27% of the 13F portfolio, value $3,952,022.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & 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 52,072 shares
    Change vs previous 13F +11,744 shares

    2.02% of the 13F portfolio, value $5,832,086.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & 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 40,328 shares
    Change vs previous 13F -16,313 shares

    1.54% of the 13F portfolio, value $4,032,766.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & 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 56,641 shares
    Change vs previous 13F +5,326 shares

    2.1% of the 13F portfolio, value $5,484,515.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & 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 51,315 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $5,524,077.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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