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Disclosery

Quantum Portfolio Management LLC: EFG position timeline

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

Quantum Portfolio Management LLC held 3,262 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 3,262 shares
    Change vs previous 13F -14 shares

    0.15% of the 13F portfolio, value $405,858.

    13F-HR 0001420506-26-001701 filed by Quantum Portfolio 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/A 3,276 shares
    Change vs previous 13F +3,276 shares

    0.16% of the 13F portfolio, value $364,848.

    13F-HR/A 0001172661-26-001580 filed by Quantum Portfolio 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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -5,552 shares

    13F-HR 0001172661-25-004476 filed by Quantum Portfolio Management 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.

  4. period ended2025-06-30
    13F 5,552 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $621,824.

    13F-HR 0001172661-25-003208 filed by Quantum Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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