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Private Advisor Group, LLC: EFG position timeline

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

Private Advisor Group, LLC held 28,849 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,849 shares
    Change vs previous 13F -41,498 shares

    0.02% of the 13F portfolio, value $3,589,432.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 70,347 shares
    Change vs previous 13F +26,735 shares

    0.04% of the 13F portfolio, value $7,834,530.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 43,612 shares
    Change vs previous 13F -8,055 shares

    0.02% of the 13F portfolio, value $4,968,353.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 51,667 shares
    Change vs previous 13F -27,675 shares

    0.03% of the 13F portfolio, value $5,883,778.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 79,342 shares
    Change vs previous 13F +7,891 shares

    0.05% of the 13F portfolio, value $8,886,307.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 71,451 shares
    Change vs previous 13F -41,878 shares

    0.04% of the 13F portfolio, value $7,145,076.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 113,329 shares
    Change vs previous 13F +20,264 shares

    0.06% of the 13F portfolio, value $10,973,594.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 93,065 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $10,018,526.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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