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Disclosery

Targeted Financial Services LLC: EFG position timeline

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

Targeted Financial Services LLC held 7,956 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,956 shares
    Change vs previous 13F -102 shares

    0.73% of the 13F portfolio, value $989,883.

    13F-HR 0002085853-26-000753 filed by Targeted Financial Services 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 8,058 shares
    Change vs previous 13F +504 shares

    0.74% of the 13F portfolio, value $897,417.

    13F-HR 0002085853-26-000378 filed by Targeted Financial Services 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 7,554 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $860,550.

    13F-HR 0002085853-26-000293 filed by Targeted Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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