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Disclosery

HYMAN CHARLES D: EFG position timeline

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

HYMAN CHARLES D held 67,088 EFG shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 67,088 shares
    Change vs previous 13F -105 shares

    0.29% of the 13F portfolio, value $5,255,000.

    13F-HR 0001135077-24-000003 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 67,193 shares
    Change vs previous 13F +600 shares

    0.3% of the 13F portfolio, value $5,366,000.

    13F-HR 0001135077-24-000002 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 66,593 shares
    Change vs previous 13F +1,000 shares

    0.3% of the 13F portfolio, value $5,018,000.

    13F-HR 0001135077-24-000001 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 65,593 shares
    Change vs previous 13F +2,050 shares

    0.29% of the 13F portfolio, value $4,521,000.

    13F-HR 0001135077-23-000004 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 63,543 shares
    Change vs previous 13F +465 shares

    0.29% of the 13F portfolio, value $4,607,000.

    13F-HR 0001135077-23-000003 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 63,078 shares
    Change vs previous 13F -150 shares

    0.3% of the 13F portfolio, value $4,511,000.

    13F-HR 0001135077-23-000002 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 63,228 shares
    Change vs previous 13F +400 shares

    0.28% of the 13F portfolio, value $4,150,000.

    13F-HR 0001135077-23-000001 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 62,828 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,519,000.

    13F-HR 0001135077-22-000004 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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