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Disclosery

Mosley Wealth Management: EFG position timeline

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

Mosley Wealth Management held 8,697 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,697 shares
    Change vs previous 13F -32,095 shares

    0.34% of the 13F portfolio, value $1,082,021.

    13F-HR 0002011849-26-000003 filed by Mosley Wealth 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 40,792 shares
    Change vs previous 13F +181 shares

    2.1% of the 13F portfolio, value $4,645,399.

    13F-HR 0002011849-26-000002 filed by Mosley Wealth 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 40,611 shares
    Change vs previous 13F -11,903 shares

    2.17% of the 13F portfolio, value $4,733,218.

    13F-HR 0002011849-26-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 52,514 shares
    Change vs previous 13F +9,141 shares

    3.3% of the 13F portfolio, value $5,332,767.

    13F-HR 0002011849-25-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 43,373 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $4,504,253.

    13F-HR 0002011849-24-000005 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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