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Koss-Olinger Consulting, LLC: EFG position timeline

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

Koss-Olinger Consulting, LLC held 7,123 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,123 shares
    Change vs previous 13F -62,119 shares

    0.07% of the 13F portfolio, value $886,265.

    13F-HR 0001861163-26-000011 filed by Koss-Olinger Consulting, 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 69,242 shares
    Change vs previous 13F -291,485 shares

    0.65% of the 13F portfolio, value $7,711,504.

    13F-HR 0001861163-26-000006 filed by Koss-Olinger Consulting, 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 360,727 shares
    Change vs previous 13F +256,770 shares

    3.18% of the 13F portfolio, value $41,094,000.

    13F-HR 0001861163-26-000004 filed by Koss-Olinger Consulting, 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 103,957 shares
    Change vs previous 13F -571 shares

    0.96% of the 13F portfolio, value $11,643,000.

    13F-HR 0001861163-25-000012 filed by Koss-Olinger Consulting, 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 104,528 shares
    Change vs previous 13F -5,284 shares

    0.96% of the 13F portfolio, value $11,707,169.

    13F-HR 0001861163-25-000007 filed by Koss-Olinger Consulting, 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 109,812 shares
    Change vs previous 13F +336 shares

    0.93% of the 13F portfolio, value $10,981,000.

    13F-HR 0001861163-25-000005 filed by Koss-Olinger Consulting, 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 109,476 shares
    Change vs previous 13F +640 shares

    0.93% of the 13F portfolio, value $10,601,000.

    13F-HR 0001861163-25-000003 filed by Koss-Olinger Consulting, 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 108,836 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $11,716,000.

    13F-HR 0001754960-24-000514 filed by Koss-Olinger Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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