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Disclosery

TSA Wealth Managment LLC: EFG position timeline

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

TSA Wealth Managment LLC held 42,253 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,253 shares
    Change vs previous 13F +19,611 shares

    1.49% of the 13F portfolio, value $5,257,118.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 22,642 shares
    Change vs previous 13F -3,927 shares

    0.81% of the 13F portfolio, value $2,521,640.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 26,569 shares
    Change vs previous 13F -1,928 shares

    1% of the 13F portfolio, value $3,026,740.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 28,497 shares
    Change vs previous 13F -40,051 shares

    1.1% of the 13F portfolio, value $3,245,238.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 68,548 shares
    Change vs previous 13F -2,643 shares

    2.8% of the 13F portfolio, value $7,677,376.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 71,191 shares
    Change vs previous 13F -49,973 shares

    2.83% of the 13F portfolio, value $7,119,100.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 121,164 shares
    Change vs previous 13F +21,292 shares

    4.77% of the 13F portfolio, value $11,732,310.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment 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 99,872 shares
    Change vs previous 13F not available

    4.33% of the 13F portfolio, value $10,751,221.

    13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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