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Disclosery

NorthRock Partners, LLC: EFG position timeline

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

NorthRock Partners, LLC held 97,203 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,203 shares
    Change vs previous 13F -58,437 shares

    0.18% of the 13F portfolio, value $12,093,950.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 155,640 shares
    Change vs previous 13F +99,315 shares

    0.28% of the 13F portfolio, value $17,333,627.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 56,325 shares
    Change vs previous 13F -26,989 shares

    0.11% of the 13F portfolio, value $6,416,545.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 83,314 shares
    Change vs previous 13F +41,345 shares

    0.17% of the 13F portfolio, value $9,487,799.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 41,969 shares
    Change vs previous 13F -1,681 shares

    0.12% of the 13F portfolio, value $4,700,528.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 43,650 shares
    Change vs previous 13F -8,030 shares

    0.15% of the 13F portfolio, value $4,365,000.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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/A 51,680 shares
    Change vs previous 13F -8,350 shares

    0.16% of the 13F portfolio, value $5,004,174.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 60,030 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,462,230.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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