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Disclosery

McAdam, LLC: EFG position timeline

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

McAdam, LLC held 12,438 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,438 shares
    Change vs previous 13F -26,113 shares

    0.06% of the 13F portfolio, value $1,547,554.

    13F-HR 0001580642-26-004862 filed by McAdam, 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 38,551 shares
    Change vs previous 13F -579 shares

    0.19% of the 13F portfolio, value $4,293,425.

    13F-HR 0001580642-26-003102 filed by McAdam, 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 39,130 shares
    Change vs previous 13F +944 shares

    0.2% of the 13F portfolio, value $4,457,690.

    13F-HR 0001580642-26-001071 filed by McAdam, 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 38,186 shares
    Change vs previous 13F -883 shares

    0.21% of the 13F portfolio, value $4,348,622.

    13F-HR 0001580642-25-006815 filed by McAdam, 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 39,069 shares
    Change vs previous 13F +941 shares

    0.24% of the 13F portfolio, value $4,375,728.

    13F-HR 0001580642-25-004274 filed by McAdam, 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 38,128 shares
    Change vs previous 13F -51,258 shares

    0.24% of the 13F portfolio, value $3,812,800.

    13F-HR 0001580642-25-003207 filed by McAdam, 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 89,386 shares
    Change vs previous 13F +10,819 shares

    0.47% of the 13F portfolio, value $8,655,246.

    13F-HR 0001580642-25-000421 filed by McAdam, 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 78,567 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $8,457,738.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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