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Smartleaf Asset Management LLC: EFG position timeline

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

Smartleaf Asset Management LLC held 32,098 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,098 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $3,954,569.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset 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 32,098 shares
    Change vs previous 13F -20,549 shares

    0.12% of the 13F portfolio, value $3,455,754.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset 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 52,647 shares
    Change vs previous 13F +13,043 shares

    0.23% of the 13F portfolio, value $6,025,538.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset 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 39,604 shares
    Change vs previous 13F +30,028 shares

    0.28% of the 13F portfolio, value $4,487,598.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset 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 9,576 shares
    Change vs previous 13F +7,613 shares

    0.09% of the 13F portfolio, value $1,069,898.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset 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 1,963 shares
    Change vs previous 13F +1,679 shares

    0.02% of the 13F portfolio, value $197,948.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset 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 284 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,553.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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