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Disclosery

NewEdge Wealth, LLC: EFG position timeline

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

NewEdge Wealth, LLC held 53,151 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,151 shares
    Change vs previous 13F -1,776 shares

    0.07% of the 13F portfolio, value $6,613,034.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 54,927 shares
    Change vs previous 13F +7,047 shares

    0.07% of the 13F portfolio, value $6,117,188.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 47,880 shares
    Change vs previous 13F +43,814 shares

    0.06% of the 13F portfolio, value $5,454,536.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 4,066 shares
    Change vs previous 13F -124 shares

    0.01% of the 13F portfolio, value $466,935.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 4,190 shares
    Change vs previous 13F -409 shares

    0.01% of the 13F portfolio, value $460,396.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 4,599 shares
    Change vs previous 13F -467 shares

    0.01% of the 13F portfolio, value $459,874.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 5,066 shares
    Change vs previous 13F -77 shares

    0.01% of the 13F portfolio, value $490,516.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 5,143 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $553,616.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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