Skip to content
Disclosery

Pointe Capital Management LLC: EFG position timeline

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

Pointe Capital Management LLC held 8,026 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 8,026 shares
    Change vs previous 13F +1,178 shares

    0.45% of the 13F portfolio, value $998,595.

    13F-HR 0001640335-26-000004 filed by Pointe Capital Management 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 6,848 shares
    Change vs previous 13F +1,579 shares

    0.38% of the 13F portfolio, value $762,662.

    13F-HR 0001640335-26-000003 filed by Pointe Capital Management 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 5,269 shares
    Change vs previous 13F +569 shares

    0.3% of the 13F portfolio, value $600,244.

    13F-HR 0001640335-26-000001 filed by Pointe Capital Management 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 4,700 shares
    Change vs previous 13F +1,059 shares

    0.26% of the 13F portfolio, value $535,236.

    13F-HR 0001640335-25-000006 filed by Pointe Capital Management 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 3,641 shares
    Change vs previous 13F +1,299 shares

    0.21% of the 13F portfolio, value $407,792.

    13F-HR 0001640335-25-000005 filed by Pointe Capital Management 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 2,342 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $234,200.

    13F-HR 0001640335-25-000002 filed by Pointe Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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