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Disclosery

MAI Capital Management: EFG position timeline

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

MAI Capital Management held 41,896 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,896 shares
    Change vs previous 13F +35,144 shares

    0.02% of the 13F portfolio, value $5,212,787.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 6,752 shares
    Change vs previous 13F -287 shares

    <0.01% of the 13F portfolio, value $751,956.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 7,039 shares
    Change vs previous 13F +2,546 shares

    <0.01% of the 13F portfolio, value $801,920.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 4,493 shares
    Change vs previous 13F -63 shares

    <0.01% of the 13F portfolio, value $511,633.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 4,556 shares
    Change vs previous 13F +165 shares

    <0.01% of the 13F portfolio, value $510,243.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 4,391 shares
    Change vs previous 13F -93 shares

    <0.01% of the 13F portfolio, value $439,097.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 4,484 shares
    Change vs previous 13F -86 shares

    <0.01% of the 13F portfolio, value $434,157.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 4,570 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $492,000.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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