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Disclosery

Spectrum Wealth Counsel, LLC: EFG position timeline

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

Spectrum Wealth Counsel, LLC held 87,357 EFG shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 87,357 shares
    Change vs previous 13F -44,513 shares

    1.05% of the 13F portfolio, value $8,735,667.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 131,870 shares
    Change vs previous 13F -23,221 shares

    1.5% of the 13F portfolio, value $12,768,941.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 155,091 shares
    Change vs previous 13F +235 shares

    1.97% of the 13F portfolio, value $16,695,511.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 154,856 shares
    Change vs previous 13F +51,803 shares

    2.01% of the 13F portfolio, value $15,841,736.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 103,053 shares
    Change vs previous 13F +589 shares

    1.31% of the 13F portfolio, value $10,695,837.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 102,464 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $9,923,607.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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