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Disclosery

Stone Summit Wealth LLC: EFG position timeline

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

Stone Summit Wealth LLC held 22,193 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,193 shares
    Change vs previous 13F +1,036 shares

    0.7% of the 13F portfolio, value $2,761,253.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth 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 21,157 shares
    Change vs previous 13F +5,548 shares

    0.66% of the 13F portfolio, value $2,356,255.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 15,609 shares
    Change vs previous 13F +684 shares

    0.48% of the 13F portfolio, value $1,778,177.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 14,925 shares
    Change vs previous 13F +2,148 shares

    0.48% of the 13F portfolio, value $1,699,659.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 12,777 shares
    Change vs previous 13F +2,335 shares

    0.44% of the 13F portfolio, value $1,431,024.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 10,442 shares
    Change vs previous 13F +554 shares

    0.35% of the 13F portfolio, value $1,044,200.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 9,888 shares
    Change vs previous 13F +196 shares

    0.32% of the 13F portfolio, value $957,455.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 9,692 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,043,344.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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