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Mutual Advisors, LLC: EFG position timeline

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

Mutual Advisors, LLC held 22,497 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 22,497 shares
    Change vs previous 13F -2,412 shares

    0.05% of the 13F portfolio, value $2,799,043.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 24,909 shares
    Change vs previous 13F -7,289 shares

    0.06% of the 13F portfolio, value $2,774,097.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 32,198 shares
    Change vs previous 13F -5,605 shares

    0.08% of the 13F portfolio, value $3,667,977.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 37,803 shares
    Change vs previous 13F -2,337 shares

    0.1% of the 13F portfolio, value $4,411,820.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 40,140 shares
    Change vs previous 13F -3,518 shares

    0.11% of the 13F portfolio, value $4,499,313.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 43,658 shares
    Change vs previous 13F -499 shares

    0.13% of the 13F portfolio, value $4,512,058.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 44,157 shares
    Change vs previous 13F +2,694 shares

    0.13% of the 13F portfolio, value $4,332,669.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 41,463 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,256,565.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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