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Steward Partners Investment Advisory, LLC: EFG position timeline

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

Steward Partners Investment Advisory, LLC held 102,391 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,391 shares
    Change vs previous 13F +3,717 shares

    0.07% of the 13F portfolio, value $12,739,445.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 98,674 shares
    Change vs previous 13F +61,400 shares

    0.06% of the 13F portfolio, value $10,989,313.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 37,274 shares
    Change vs previous 13F -5,641 shares

    0.02% of the 13F portfolio, value $4,246,207.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 42,915 shares
    Change vs previous 13F -41,677 shares

    0.03% of the 13F portfolio, value $4,887,189.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 84,592 shares
    Change vs previous 13F -3,467 shares

    0.07% of the 13F portfolio, value $9,474,308.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 88,059 shares
    Change vs previous 13F -49,705 shares

    0.08% of the 13F portfolio, value $8,805,855.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 137,764 shares
    Change vs previous 13F +15,865 shares

    0.12% of the 13F portfolio, value $13,339,676.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    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 121,899 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $13,122,376.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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