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Disclosery

Keel Point, LLC: EFG position timeline

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

Keel Point, LLC held 18,078 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,078 shares
    Change vs previous 13F +556 shares

    0.13% of the 13F portfolio, value $2,249,283.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 17,522 shares
    Change vs previous 13F +155 shares

    0.13% of the 13F portfolio, value $1,951,442.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 17,367 shares
    Change vs previous 13F +81 shares

    0.12% of the 13F portfolio, value $1,978,466.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 17,286 shares
    Change vs previous 13F -8 shares

    0.12% of the 13F portfolio, value $1,968,547.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 17,294 shares
    Change vs previous 13F +2,118 shares

    0.13% of the 13F portfolio, value $1,936,981.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 15,176 shares
    Change vs previous 13F +604 shares

    0.12% of the 13F portfolio, value $1,517,615.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 14,572 shares
    Change vs previous 13F +723 shares

    0.11% of the 13F portfolio, value $1,411,021.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 13,849 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,490,861.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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