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Disclosery

Interchange Capital Partners, LLC: EFG position timeline

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

Interchange Capital Partners, LLC held 9,425 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,425 shares
    Change vs previous 13F -2,075 shares

    0.22% of the 13F portfolio, value $1,172,597.

    13F-HR 0001845998-26-000004 filed by Interchange Capital Partners, 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 11,500 shares
    Change vs previous 13F +8,625 shares

    0.37% of the 13F portfolio, value $1,156,078.

    13F-HR 0001845998-26-000003 filed by Interchange Capital Partners, 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 2,875 shares
    Change vs previous 13F -1,808 shares

    0.06% of the 13F portfolio, value $327,464.

    13F-HR 0001845998-26-000001 filed by Interchange Capital Partners, 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 4,683 shares
    Change vs previous 13F -6,519 shares

    0.1% of the 13F portfolio, value $533,248.

    13F-HR 0001845998-25-000004 filed by Interchange Capital Partners, 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/A 11,202 shares
    Change vs previous 13F +139 shares

    0.29% of the 13F portfolio, value $1,250,424.

    13F-HR/A 0001085146-25-004372 filed by Interchange Capital Partners, 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 11,063 shares
    Change vs previous 13F -10,600 shares

    0.31% of the 13F portfolio, value $1,106,250.

    13F-HR 0001085146-25-002463 filed by Interchange Capital Partners, 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 21,663 shares
    Change vs previous 13F +2,859 shares

    0.76% of the 13F portfolio, value $2,097,583.

    13F-HR 0001172661-25-000665 filed by Interchange Capital Partners, 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 18,804 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,024,304.

    13F-HR 0001172661-24-004377 filed by Interchange Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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