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Sovran Advisors, LLC: EFG position timeline

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

Sovran Advisors, LLC held 57,851 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,851 shares
    Change vs previous 13F +5,751 shares

    0.51% of the 13F portfolio, value $6,902,822.

    13F-HR 0002051471-26-000004 filed by Sovran Advisors, 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 52,100 shares
    Change vs previous 13F +29,223 shares

    0.49% of the 13F portfolio, value $6,205,078.

    13F-HR 0002051471-26-000003 filed by Sovran Advisors, 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 22,877 shares
    Change vs previous 13F -2,818 shares

    0.23% of the 13F portfolio, value $2,720,760.

    13F-HR 0002051471-26-000001 filed by Sovran Advisors, 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 25,695 shares
    Change vs previous 13F -23,008 shares

    0.26% of the 13F portfolio, value $2,974,473.

    13F-HR 0002051471-25-000007 filed by Sovran Advisors, 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 48,703 shares
    Change vs previous 13F +820 shares

    0.57% of the 13F portfolio, value $5,420,638.

    13F-HR 0002051471-25-000004 filed by Sovran Advisors, 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 47,883 shares
    Change vs previous 13F -25,480 shares

    0.62% of the 13F portfolio, value $4,750,970.

    13F-HR 0002051471-25-000003 filed by Sovran Advisors, 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 73,363 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $7,050,228.

    13F-HR 0002051471-25-000001 filed by Sovran Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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