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Disclosery

RCS Financial Planning, LLC: EFG position timeline

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

RCS Financial Planning, LLC held 7,023 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,023 shares
    Change vs previous 13F +13 shares

    0.41% of the 13F portfolio, value $873,802.

    13F-HR 0001963347-26-000003 filed by RCS Financial Planning, 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 7,010 shares
    Change vs previous 13F +71 shares

    0.4% of the 13F portfolio, value $780,704.

    13F-HR 0001963347-26-000002 filed by RCS Financial Planning, 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 6,939 shares
    Change vs previous 13F -964 shares

    0.34% of the 13F portfolio, value $790,512.

    13F-HR 0001963347-26-000001 filed by RCS Financial Planning, 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 7,903 shares
    Change vs previous 13F -8,985 shares

    0.4% of the 13F portfolio, value $900,041.

    13F-HR 0001963347-25-000003 filed by RCS Financial Planning, 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 16,888 shares
    Change vs previous 13F -485 shares

    0.94% of the 13F portfolio, value $1,891,470.

    13F-HR 0001085146-25-004205 filed by RCS Financial Planning, 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 17,373 shares
    Change vs previous 13F -9,276 shares

    0.92% of the 13F portfolio, value $1,737,257.

    13F-HR 0001085146-25-002334 filed by RCS Financial Planning, 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 26,649 shares
    Change vs previous 13F +4,380 shares

    1.37% of the 13F portfolio, value $2,580,381.

    13F-HR 0001085146-25-000421 filed by RCS Financial Planning, 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 22,269 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,397,294.

    13F-HR 0001085146-24-005060 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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