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Lion Street Advisors, LLC: EFG position timeline

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

Lion Street Advisors, LLC held 2,051 EFG shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,051 shares
    Change vs previous 13F -1,871 shares

    0.08% of the 13F portfolio, value $227,558.

    13F-HR 0001801991-25-000002 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 3,922 shares
    Change vs previous 13F +1,002 shares

    0.13% of the 13F portfolio, value $439,275.

    13F-HR 0001085146-25-004168 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 2,920 shares
    Change vs previous 13F -1,573 shares

    0.09% of the 13F portfolio, value $291,954.

    13F-HR 0001085146-25-002198 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 4,493 shares
    Change vs previous 13F +1,687 shares

    0.14% of the 13F portfolio, value $435,013.

    13F-HR 0001085146-25-000506 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 2,806 shares
    Change vs previous 13F +641 shares

    0.11% of the 13F portfolio, value $302,156.

    13F-HR 0001085146-24-004781 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 2,165 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $221,565.

    13F-HR 0001085146-24-002866 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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