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Disclosery

Maia Wealth LLC: EFG position timeline

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

Maia Wealth LLC held 26,025 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 26,025 shares
    Change vs previous 13F -3,055 shares

    0.48% of the 13F portfolio, value $3,238,034.

    13F-HR 0002010858-26-000005 filed by Maia Wealth 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 29,080 shares
    Change vs previous 13F -1,689 shares

    0.55% of the 13F portfolio, value $3,238,633.

    13F-HR 0002010858-26-000004 filed by Maia Wealth 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 30,769 shares
    Change vs previous 13F -9,482 shares

    0.64% of the 13F portfolio, value $3,731,723.

    13F-HR 0002010858-26-000001 filed by Maia Wealth 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 40,251 shares
    Change vs previous 13F -29,476 shares

    0.78% of the 13F portfolio, value $4,644,611.

    13F-HR 0002010858-25-000006 filed by Maia Wealth 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 69,727 shares
    Change vs previous 13F -4,293 shares

    1.49% of the 13F portfolio, value $7,809,411.

    13F-HR 0002010858-25-000004 filed by Maia Wealth 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 74,020 shares
    Change vs previous 13F -34,949 shares

    1.65% of the 13F portfolio, value $7,291,756.

    13F-HR 0002010858-25-000003 filed by Maia Wealth 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 108,969 shares
    Change vs previous 13F +7,785 shares

    2.39% of the 13F portfolio, value $11,086,440.

    13F-HR 0002010858-25-000001 filed by Maia Wealth 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 101,184 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $10,387,600.

    13F-HR 0002010858-24-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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