My Legacy Advisors, LLC: EFG position timeline

My Legacy Advisors, LLC held 24,209 EFG shares at 2025-06-30 per its 13F-HR filed 2025-07-11.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 24,209 shares

   Change vs previous 13F -362 shares

   0.96% of the 13F portfolio, value $2,706,608.

   13F-HR 0001767802-25-000003 filed by My Legacy Advisors, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 24,571 shares

   Change vs previous 13F -15,311 shares

   0.95% of the 13F portfolio, value $2,457,056.

   13F-HR 0001767802-25-000002 filed by My Legacy Advisors, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 39,882 shares

   Change vs previous 13F +4,885 shares

   1.51% of the 13F portfolio, value $3,878,113.

   13F-HR 0001767802-25-000001 filed by My Legacy Advisors, LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 34,997 shares

   Change vs previous 13F -23,851 shares

   1.49% of the 13F portfolio, value $3,767,443.

   13F-HR 0001767802-24-000007 filed by My Legacy Advisors, LLC
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 58,848 shares

   Change vs previous 13F +21,358 shares

   1.92% of the 13F portfolio, value $6,020,165.

   13F-HR 0001767802-24-000005 filed by My Legacy Advisors, LLC
   Filed 2024-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 37,490 shares

   Change vs previous 13F +3,455 shares

   1.3% of the 13F portfolio, value $3,891,055.

   13F-HR 0001767802-24-000006 filed by My Legacy Advisors, LLC
   Filed 2024-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2023-12-31

   13F 34,035 shares

   Change vs previous 13F +319 shares

   1.18% of the 13F portfolio, value $3,259,201.

   13F-HR 0001767802-24-000001 filed by My Legacy Advisors, LLC
   Filed 2024-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

8. period ended2023-09-30

   13F 33,716 shares

   Change vs previous 13F not available

   1.15% of the 13F portfolio, value $2,834,504.

   13F-HR 0001767802-23-000004 filed by My Legacy Advisors, LLC
   Filed 2023-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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