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Disclosery

Rothschild Wealth LLC: EFG position timeline

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

Rothschild Wealth LLC held 78,834 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,834 shares
    Change vs previous 13F +75,411 shares

    0.78% of the 13F portfolio, value $9,808,526.

    13F-HR 0001104659-26-093815 filed by Rothschild Wealth 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 3,423 shares
    Change vs previous 13F -1,555 shares

    0.03% of the 13F portfolio, value $381,192.

    13F-HR 0001104659-26-055991 filed by Rothschild Wealth 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/A 4,978 shares
    Change vs previous 13F -50,410 shares

    0.05% of the 13F portfolio, value $567,065.

    13F-HR/A 0001104659-26-015620 filed by Rothschild Wealth 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 55,388 shares
    Change vs previous 13F -502 shares

    1.37% of the 13F portfolio, value $6,307,557.

    13F-HR 0001104659-25-112060 filed by Rothschild Wealth 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 55,890 shares
    Change vs previous 13F -151 shares

    1.54% of the 13F portfolio, value $6,259,652.

    13F-HR 0001104659-25-077736 filed by Rothschild Wealth 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 56,041 shares
    Change vs previous 13F -34,836 shares

    1.57% of the 13F portfolio, value $5,604,075.

    13F-HR 0001104659-25-049217 filed by Rothschild Wealth 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 90,877 shares
    Change vs previous 13F +82,491 shares

    2.57% of the 13F portfolio, value $8,799,596.

    13F-HR 0001104659-25-013068 filed by Rothschild Wealth 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 8,386 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $276,235.

    13F-HR 0001104659-24-118449 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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