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Procyon Advisors, LLC: EFG position timeline

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

Procyon Advisors, LLC held 64,594 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,594 shares
    Change vs previous 13F -4,540 shares

    0.35% of the 13F portfolio, value $8,036,805.

    13F-HR 0001951757-26-000939 filed by Procyon Advisors, 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 69,134 shares
    Change vs previous 13F +2,829 shares

    0.38% of the 13F portfolio, value $7,699,503.

    13F-HR 0001951757-26-000765 filed by Procyon Advisors, 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 66,305 shares
    Change vs previous 13F +41,131 shares

    0.37% of the 13F portfolio, value $7,553,500.

    13F-HR 0001951757-26-000027 filed by Procyon Advisors, 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 25,174 shares
    Change vs previous 13F +25,174 shares

    0.17% of the 13F portfolio, value $2,866,818.

    13F-HR 0001951757-25-001218 filed by Procyon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -4,283 shares

    13F-HR 0001951757-25-000320 filed by Procyon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 4,283 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $414,723.

    13F-HR 0001951757-25-000036 filed by Procyon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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