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Disclosery

&PARTNERS: EFG position timeline

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

&PARTNERS held 115,088 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,088 shares
    Change vs previous 13F -26,645 shares

    0.06% of the 13F portfolio, value $14,598,995.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 141,733 shares
    Change vs previous 13F +29,911 shares

    0.08% of the 13F portfolio, value $15,809,544.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 111,822 shares
    Change vs previous 13F +4,875 shares

    0.07% of the 13F portfolio, value $12,746,692.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 106,947 shares
    Change vs previous 13F -21,283 shares

    0.08% of the 13F portfolio, value $12,181,199.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 128,230 shares
    Change vs previous 13F +35,716 shares

    0.11% of the 13F portfolio, value $14,362,326.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 92,514 shares
    Change vs previous 13F -42,100 shares

    0.1% of the 13F portfolio, value $9,329,658.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 134,614 shares
    Change vs previous 13F +48,005 shares

    0.16% of the 13F portfolio, value $13,047,056.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 86,609 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $9,405,501.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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