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Disclosery

MA Private Wealth: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MA Private Wealth on EFG, newest first. How the timeline and the estimate are built.

MA Private Wealth held 96,267 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,267 shares
    Change vs previous 13F -13,359 shares

    1.78% of the 13F portfolio, value $11,977,540.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 109,626 shares
    Change vs previous 13F -41,141 shares

    2.06% of the 13F portfolio, value $12,209,048.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 150,767 shares
    Change vs previous 13F -12,298 shares

    2.87% of the 13F portfolio, value $17,175,377.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 163,065 shares
    Change vs previous 13F +2,778 shares

    3.12% of the 13F portfolio, value $18,569,785.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 160,287 shares
    Change vs previous 13F -78,748 shares

    3.21% of the 13F portfolio, value $17,952,088.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 239,035 shares
    Change vs previous 13F -405 shares

    4.5% of the 13F portfolio, value $23,903,450.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 239,440 shares
    Change vs previous 13F +4,530 shares

    4.33% of the 13F portfolio, value $23,184,927.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 234,910 shares
    Change vs previous 13F not available

    4.73% of the 13F portfolio, value $25,288,040.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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