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Disclosery

InvesTrust: EFG position timeline

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

InvesTrust held 22,155 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,155 shares
    Change vs previous 13F -108 shares

    1.06% of the 13F portfolio, value $2,756,525.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 22,263 shares
    Change vs previous 13F +518 shares

    1.04% of the 13F portfolio, value $2,479,430.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 21,745 shares
    Change vs previous 13F +3,263 shares

    0.96% of the 13F portfolio, value $2,477,190.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 18,482 shares
    Change vs previous 13F +461 shares

    0.77% of the 13F portfolio, value $2,104,730.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 18,021 shares
    Change vs previous 13F +299 shares

    0.78% of the 13F portfolio, value $2,018,352.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 17,722 shares
    Change vs previous 13F +1,234 shares

    0.48% of the 13F portfolio, value $1,772,200.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 16,488 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,598,830.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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