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Disclosery

Unified Investment Management: EFG position timeline

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

Unified Investment Management held 4,189 EFG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,189 shares
    Change vs previous 13F +410 shares

    0.45% of the 13F portfolio, value $502,003.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,779 shares
    Change vs previous 13F +1 shares

    0.44% of the 13F portfolio, value $470,220.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,778 shares
    Change vs previous 13F -90 shares

    0.43% of the 13F portfolio, value $420,755.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,868 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $440,641.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,868 shares
    Change vs previous 13F -253 shares

    0.44% of the 13F portfolio, value $440,449.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,121 shares
    Change vs previous 13F +1 shares

    0.49% of the 13F portfolio, value $461,514.

    13F-HR 0001667731-25-000811 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,120 shares
    Change vs previous 13F -158 shares

    0.49% of the 13F portfolio, value $412,046.

    13F-HR 0001667731-25-000531 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,278 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $414,283.

    13F-HR 0001667731-25-000211 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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