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RTD Financial Advisors, Inc.: EFG position timeline

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

RTD Financial Advisors, Inc. held 179,564 EFG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 179,564 shares
    Change vs previous 13F -2,775 shares

    2.35% of the 13F portfolio, value $21,517,158.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 182,339 shares
    Change vs previous 13F -4,791 shares

    2.47% of the 13F portfolio, value $22,686,623.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 187,130 shares
    Change vs previous 13F -6,430 shares

    2.56% of the 13F portfolio, value $20,840,629.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 193,560 shares
    Change vs previous 13F -5,344 shares

    2.69% of the 13F portfolio, value $22,050,317.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 198,904 shares
    Change vs previous 13F -32 shares

    2.72% of the 13F portfolio, value $22,651,206.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 198,936 shares
    Change vs previous 13F -8,000 shares

    2.85% of the 13F portfolio, value $22,280,854.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 206,936 shares
    Change vs previous 13F -1,407 shares

    2.78% of the 13F portfolio, value $20,693,663.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 208,343 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $20,173,914.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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