Skip to content
Disclosery

Jacksonville Wealth Management, LLC: EFG position timeline

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

Jacksonville Wealth Management, LLC held 28,492 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,492 shares
    Change vs previous 13F +2,998 shares

    2.01% of the 13F portfolio, value $3,544,993.

    13F-HR 0001420506-26-001391 filed by Jacksonville 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 25,494 shares
    Change vs previous 13F +4,733 shares

    1.92% of the 13F portfolio, value $2,839,256.

    13F-HR 0001420506-26-000763 filed by Jacksonville 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 20,761 shares
    Change vs previous 13F +710 shares

    1.67% of the 13F portfolio, value $2,365,063.

    13F-HR 0001420506-26-000157 filed by Jacksonville 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 20,051 shares
    Change vs previous 13F +2,054 shares

    1.68% of the 13F portfolio, value $2,283,446.

    13F-HR 0001420506-25-002975 filed by Jacksonville 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 17,997 shares
    Change vs previous 13F +851 shares

    1.62% of the 13F portfolio, value $2,015,705.

    13F-HR 0001420506-25-001787 filed by Jacksonville 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 17,146 shares
    Change vs previous 13F +293 shares

    1.69% of the 13F portfolio, value $1,714,579.

    13F-HR 0001420506-25-000779 filed by Jacksonville 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 16,853 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $1,631,851.

    13F-HR 0001420506-25-000051 filed by Jacksonville Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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