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Disclosery

ONE Advisory Partners, LLC: EFG position timeline

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

ONE Advisory Partners, LLC held 49,230 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,230 shares
    Change vs previous 13F +28,556 shares

    1.67% of the 13F portfolio, value $6,125,150.

    13F-HR 0001819695-26-000009 filed by ONE Advisory 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 20,674 shares
    Change vs previous 13F +691 shares

    0.71% of the 13F portfolio, value $2,302,463.

    13F-HR 0001819695-26-000005 filed by ONE Advisory 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 19,983 shares
    Change vs previous 13F -1,923 shares

    0.69% of the 13F portfolio, value $2,276,463.

    13F-HR 0001819695-26-000002 filed by ONE Advisory 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 21,906 shares
    Change vs previous 13F -60,783 shares

    0.77% of the 13F portfolio, value $2,498,160.

    13F-HR 0001819695-25-000005 filed by ONE Advisory 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 82,689 shares
    Change vs previous 13F +2,194 shares

    3.12% of the 13F portfolio, value $9,355,407.

    13F-HR 0001085146-25-004169 filed by ONE Advisory 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 80,495 shares
    Change vs previous 13F -54,630 shares

    3.44% of the 13F portfolio, value $8,049,502.

    13F-HR 0001085146-25-002074 filed by ONE Advisory 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 135,125 shares
    Change vs previous 13F +21,464 shares

    5.81% of the 13F portfolio, value $13,084,155.

    13F-HR 0001085146-25-000340 filed by ONE Advisory 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 113,661 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $12,235,586.

    13F-HR 0001085146-24-004977 filed by ONE Advisory Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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