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Disclosery

NewEdge Advisors, LLC: EFG position timeline

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

NewEdge Advisors, LLC held 1,081,097 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,081,097 shares
    Change vs previous 13F +418,816 shares

    0.4% of the 13F portfolio, value $134,510,030.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 662,281 shares
    Change vs previous 13F +527,578 shares

    0.27% of the 13F portfolio, value $73,758,241.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 134,703 shares
    Change vs previous 13F -91,210 shares

    0.06% of the 13F portfolio, value $15,345,410.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 225,913 shares
    Change vs previous 13F -322,697 shares

    0.12% of the 13F portfolio, value $25,727,002.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 548,610 shares
    Change vs previous 13F +4,295 shares

    0.32% of the 13F portfolio, value $61,444,249.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 544,315 shares
    Change vs previous 13F -339,944 shares

    0.32% of the 13F portfolio, value $54,431,531.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 884,259 shares
    Change vs previous 13F +172,342 shares

    0.51% of the 13F portfolio, value $85,622,766.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 711,917 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $76,637,934.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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