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Stone House Investment Management, LLC: EFG position timeline

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

Stone House Investment Management, LLC held 166,577 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,577 shares
    Change vs previous 13F +7,481 shares

    2.76% of the 13F portfolio, value $20,725,492.

    13F-HR 0001696497-26-000009 filed by Stone House Investment 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 159,096 shares
    Change vs previous 13F +143,759 shares

    3.18% of the 13F portfolio, value $17,718,564.

    13F-HR 0001696497-26-000006 filed by Stone House Investment 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 15,337 shares
    Change vs previous 13F -14,752 shares

    0.27% of the 13F portfolio, value $1,747,134.

    13F-HR 0001696497-26-000002 filed by Stone House Investment 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 30,089 shares
    Change vs previous 13F -92,365 shares

    0.58% of the 13F portfolio, value $3,426,483.

    13F-HR 0001696497-25-000010 filed by Stone House Investment 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 122,454 shares
    Change vs previous 13F +3,375 shares

    2.52% of the 13F portfolio, value $13,714,843.

    13F-HR 0001999371-25-010654 filed by Stone House Investment 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 119,079 shares
    Change vs previous 13F -54,138 shares

    2.41% of the 13F portfolio, value $11,907,905.

    13F-HR 0002034054-25-000003 filed by Stone House Investment 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 173,217 shares
    Change vs previous 13F -21,285 shares

    4.26% of the 13F portfolio, value $16,772,650.

    13F-HR 0001696497-25-000001 filed by Stone House Investment Management, 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 194,502 shares
    Change vs previous 13F not available

    4.32% of the 13F portfolio, value $20,938,167.

    13F-HR 0001696497-24-000008 filed by Stone House Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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