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Disclosery

Sherman Wealth Management LLC: EFG position timeline

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

Sherman Wealth Management LLC held 9,261 EFG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,261 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $1,152,284.

    13F-HR 0001754960-26-000852 filed by Sherman Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,261 shares
    Change vs previous 13F +62 shares

    0.87% of the 13F portfolio, value $1,152,284.

    13F-HR 0001754960-26-000444 filed by Sherman 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 ended2026-03-31
    13F 9,199 shares
    Change vs previous 13F -30 shares

    0.88% of the 13F portfolio, value $1,024,524.

    13F-HR 0001754960-26-000218 filed by Sherman 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 ended2025-12-31
    13F/A 9,229 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,051,397.

    13F-HR/A 0001754960-26-000063 filed by Sherman Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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