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Disclosery

TRUST POINT INC.: EFG position timeline

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

TRUST POINT INC. held 26,570 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,570 shares
    Change vs previous 13F +3,793 shares

    0.28% of the 13F portfolio, value $3,305,839.

    13F-HR 0001635633-26-000005 filed by TRUST POINT 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 22,777 shares
    Change vs previous 13F +5,228 shares

    0.22% of the 13F portfolio, value $2,536,676.

    13F-HR 0001635633-26-000004 filed by TRUST POINT 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 17,549 shares
    Change vs previous 13F -230 shares

    0.16% of the 13F portfolio, value $1,999,181.

    13F-HR 0001635633-26-000001 filed by TRUST POINT 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 17,779 shares
    Change vs previous 13F -108 shares

    0.16% of the 13F portfolio, value $2,024,671.

    13F-HR 0001635633-25-000009 filed by TRUST POINT 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 17,887 shares
    Change vs previous 13F +177 shares

    0.19% of the 13F portfolio, value $2,003,344.

    13F-HR 0001635633-25-000004 filed by TRUST POINT 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 17,710 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,771,000.

    13F-HR 0001635633-25-000003 filed by TRUST POINT 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 17,710 shares
    Change vs previous 13F +12,348 shares

    0.12% of the 13F portfolio, value $1,714,860.

    13F-HR 0001635633-25-000001 filed by TRUST POINT 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 5,362 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $577,218.

    13F-HR 0001635633-24-000009 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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