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LGL PARTNERS, LLC: EFA position timeline

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

LGL PARTNERS, LLC held 128,370 EFA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,370 shares
    Change vs previous 13F -927 shares

    4.88% of the 13F portfolio, value $13,335,077.

    13F-HR 0001653202-26-000003 filed by LGL PARTNERS, 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 129,297 shares
    Change vs previous 13F +7,701 shares

    5.17% of the 13F portfolio, value $12,558,588.

    13F-HR 0001653202-26-000002 filed by LGL PARTNERS, 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 121,596 shares
    Change vs previous 13F +1,904 shares

    4.98% of the 13F portfolio, value $11,676,854.

    13F-HR 0001653202-26-000001 filed by LGL PARTNERS, 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 119,692 shares
    Change vs previous 13F -4,695 shares

    4.76% of the 13F portfolio, value $11,175,630.

    13F-HR 0001653202-25-000005 filed by LGL PARTNERS, 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 124,387 shares
    Change vs previous 13F +4,061 shares

    4.96% of the 13F portfolio, value $11,172,412.

    13F-HR 0001653202-25-000003 filed by LGL PARTNERS, 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 120,326 shares
    Change vs previous 13F -13,353 shares

    4.74% of the 13F portfolio, value $9,834,208.

    13F-HR 0001653202-25-000002 filed by LGL PARTNERS, 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 133,679 shares
    Change vs previous 13F -1,234 shares

    1.47% of the 13F portfolio, value $10,107,490.

    13F-HR 0000919574-25-000807 filed by LGL PARTNERS, 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 134,913 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $11,282,804.

    13F-HR 0000919574-24-006273 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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