Kingdom Financial Group LLC.: EFG position timeline

Kingdom Financial Group LLC. held 122,315 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 122,315 shares

   Change vs previous 13F +4,613 shares

   3.89% of the 13F portfolio, value $15,218,397.

   13F-HR 0001962236-26-000004 filed by Kingdom Financial Group LLC.
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 117,702 shares

   Change vs previous 13F -1,930 shares

   3.75% of the 13F portfolio, value $13,108,496.

   13F-HR 0001962236-26-000003 filed by Kingdom Financial Group LLC.
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 119,632 shares

   Change vs previous 13F +71,546 shares

   4.21% of the 13F portfolio, value $13,628,525.

   13F-HR 0001962236-26-000001 filed by Kingdom Financial Group LLC.
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 48,086 shares

   Change vs previous 13F +9,875 shares

   3.35% of the 13F portfolio, value $5,476,053.

   13F-HR 0001962236-25-000005 filed by Kingdom Financial Group LLC.
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 38,211 shares

   Change vs previous 13F -26,019 shares

   3.74% of the 13F portfolio, value $4,279,679.

   13F-HR 0001911391-25-000008 filed by Kingdom Financial Group LLC.
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 64,230 shares

   Change vs previous 13F -2,295 shares

   4.71% of the 13F portfolio, value $6,422,996.

   13F-HR 0001962236-25-000002 filed by Kingdom Financial Group LLC.
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 66,525 shares

   Change vs previous 13F -2,715 shares

   4.4% of the 13F portfolio, value $6,441,625.

   13F-HR 0001962236-25-000001 filed by Kingdom Financial Group LLC.
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 69,240 shares

   Change vs previous 13F not available

   5.57% of the 13F portfolio, value $7,453,637.

   13F-HR 0001962236-24-000006 filed by Kingdom Financial Group LLC.
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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