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Disclosery

Kathmere Capital Management, LLC: EFG position timeline

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

Kathmere Capital Management, LLC held 48,377 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,377 shares
    Change vs previous 13F -1,044 shares

    0.32% of the 13F portfolio, value $6,019,066.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital 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 49,421 shares
    Change vs previous 13F -340 shares

    0.34% of the 13F portfolio, value $5,504,017.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital 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 49,761 shares
    Change vs previous 13F -627 shares

    0.38% of the 13F portfolio, value $5,668,773.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital 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 50,388 shares
    Change vs previous 13F -638 shares

    0.41% of the 13F portfolio, value $5,738,185.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital 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 51,026 shares
    Change vs previous 13F -2,290 shares

    0.44% of the 13F portfolio, value $5,714,912.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital 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 53,316 shares
    Change vs previous 13F -2,316 shares

    0.45% of the 13F portfolio, value $5,331,600.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital 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 55,632 shares
    Change vs previous 13F +576 shares

    0.48% of the 13F portfolio, value $5,386,847.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital 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 55,056 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,926,778.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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