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Disclosery

Stonebrook Private Inc.: EFG position timeline

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

Stonebrook Private Inc. held 19,466 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,466 shares
    Change vs previous 13F -111 shares

    0.44% of the 13F portfolio, value $2,421,991.

    13F-HR 0001765380-26-000393 filed by Stonebrook Private Inc.
    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 19,577 shares
    Change vs previous 13F -567 shares

    0.46% of the 13F portfolio, value $2,180,270.

    13F-HR 0001765380-26-000202 filed by Stonebrook Private Inc.
    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 20,144 shares
    Change vs previous 13F -16,771 shares

    0.48% of the 13F portfolio, value $2,294,810.

    13F-HR 0001765380-26-000103 filed by Stonebrook Private Inc.
    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 36,915 shares
    Change vs previous 13F -61,004 shares

    0.91% of the 13F portfolio, value $4,203,855.

    13F-HR 0001765380-25-000461 filed by Stonebrook Private Inc.
    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 97,919 shares
    Change vs previous 13F -2,537 shares

    2.57% of the 13F portfolio, value $10,966,889.

    13F-HR 0001765380-25-000325 filed by Stonebrook Private Inc.
    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 100,456 shares
    Change vs previous 13F -55,977 shares

    2.61% of the 13F portfolio, value $10,045,612.

    13F-HR 0001765380-25-000157 filed by Stonebrook Private Inc.
    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 156,433 shares
    Change vs previous 13F +12,109 shares

    3.96% of the 13F portfolio, value $15,147,375.

    13F-HR 0001765380-25-000116 filed by Stonebrook Private Inc.
    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 144,324 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $15,536,481.

    13F-HR 0001765380-24-000429 filed by Stonebrook Private Inc.
    Filed (acceptance time not in the bulk data set), ingested

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