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Disclosery

Sagace Wealth Management LLC: EFG position timeline

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

Sagace Wealth Management LLC held 37,046 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,046 shares
    Change vs previous 13F +769 shares

    2.91% of the 13F portfolio, value $4,609,263.

    13F-HR 0002027449-26-000003 filed by Sagace Wealth 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 36,277 shares
    Change vs previous 13F +1,005 shares

    2.74% of the 13F portfolio, value $4,040,169.

    13F-HR 0002027449-26-000002 filed by Sagace Wealth 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 ended2025-12-31
    13F 35,272 shares
    Change vs previous 13F -630 shares

    2.73% of the 13F portfolio, value $4,018,186.

    13F-HR 0002027449-26-000001 filed by Sagace Wealth Management 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 35,902 shares
    Change vs previous 13F -4,005 shares

    2.79% of the 13F portfolio, value $4,088,520.

    13F-HR 0002027449-25-000007 filed by Sagace Wealth Management 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 39,907 shares
    Change vs previous 13F +17,372 shares

    3.34% of the 13F portfolio, value $4,469,584.

    13F-HR 0002027449-25-000004 filed by Sagace Wealth Management 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 22,535 shares
    Change vs previous 13F +1,299 shares

    1.7% of the 13F portfolio, value $2,253,500.

    13F-HR 0002027449-25-000002 filed by Sagace Wealth Management 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 21,236 shares
    Change vs previous 13F +1,486 shares

    1.54% of the 13F portfolio, value $2,056,282.

    13F-HR 0002027449-25-000001 filed by Sagace Wealth Management 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 19,750 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,103,770.

    13F-HR 0002027449-24-000002 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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