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Disclosery

Lloyd Advisory Services, LLC.: EFG position timeline

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

Lloyd Advisory Services, LLC. held 7,478 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 7,478 shares
    Change vs previous 13F -110,224 shares

    0.36% of the 13F portfolio, value $930,386.

    13F-HR 0001802474-26-000003 filed by Lloyd Advisory Services, 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 117,702 shares
    Change vs previous 13F +112,759 shares

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

    13F-HR 0001802474-26-000002 filed by Lloyd Advisory Services, 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 4,943 shares
    Change vs previous 13F -457 shares

    0.22% of the 13F portfolio, value $563,140.

    13F-HR 0001802474-26-000001 filed by Lloyd Advisory Services, 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 5,400 shares
    Change vs previous 13F -879 shares

    0.29% of the 13F portfolio, value $614,883.

    13F-HR 0001802474-25-000006 filed by Lloyd Advisory Services, 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 6,279 shares
    Change vs previous 13F -799 shares

    0.34% of the 13F portfolio, value $703,170.

    13F-HR 0001802474-25-000003 filed by Lloyd Advisory Services, 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 7,078 shares
    Change vs previous 13F -1,447 shares

    0.36% of the 13F portfolio, value $707,718.

    13F-HR 0001904664-25-000002 filed by Lloyd Advisory Services, 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 8,525 shares
    Change vs previous 13F +1,040 shares

    0.39% of the 13F portfolio, value $825,426.

    13F-HR 0001802474-25-000001 filed by Lloyd Advisory Services, 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 7,485 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $805,930.

    13F-HR 0001802474-24-000006 filed by Lloyd Advisory Services, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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