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Savvy Advisors, Inc.: EFG position timeline

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

Savvy Advisors, Inc. held 507,288 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 507,288 shares
    Change vs previous 13F +42,988 shares

    1.35% of the 13F portfolio, value $63,116,786.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 464,300 shares
    Change vs previous 13F +285,999 shares

    1.39% of the 13F portfolio, value $51,709,116.

    13F-HR 0002003633-26-000003 filed by Savvy 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 ended2025-12-31
    13F 178,301 shares
    Change vs previous 13F +41,637 shares

    0.66% of the 13F portfolio, value $20,312,094.

    13F-HR 0002003633-26-000001 filed by Savvy 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 ended2025-09-30
    13F 136,664 shares
    Change vs previous 13F +8,627 shares

    0.72% of the 13F portfolio, value $15,563,275.

    13F-HR 0002003633-25-000008 filed by Savvy 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 ended2025-06-30
    13F 128,037 shares
    Change vs previous 13F +12,279 shares

    0.96% of the 13F portfolio, value $14,340,148.

    13F-HR 0002003633-25-000005 filed by Savvy 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 ended2025-03-31
    13F 115,758 shares
    Change vs previous 13F -10,509 shares

    1.16% of the 13F portfolio, value $11,575,781.

    13F-HR 0002003633-25-000004 filed by Savvy 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 ended2024-12-31
    13F 126,267 shares
    Change vs previous 13F +31,603 shares

    1.47% of the 13F portfolio, value $12,226,386.

    13F-HR 0002003633-25-000002 filed by Savvy 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 ended2024-09-30
    13F 94,664 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $10,190,605.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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