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Disclosery

VANCE WEALTH, LLC: EFG position timeline

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

VANCE WEALTH, LLC held 19,362 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 19,362 shares
    Change vs previous 13F -1,250 shares

    0.54% of the 13F portfolio, value $2,409,002.

    13F-HR 0001951757-26-001264 filed by VANCE WEALTH, 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 20,612 shares
    Change vs previous 13F -565 shares

    0.66% of the 13F portfolio, value $2,295,542.

    13F-HR 0001951757-26-000879 filed by VANCE WEALTH, 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/A 21,177 shares
    Change vs previous 13F -225 shares

    0.72% of the 13F portfolio, value $2,412,467.

    13F-HR/A 0001951757-26-000476 filed by VANCE WEALTH, 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 21,402 shares
    Change vs previous 13F -1,034 shares

    0.75% of the 13F portfolio, value $2,437,243.

    13F-HR 0001951757-25-001441 filed by VANCE WEALTH, 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 22,436 shares
    Change vs previous 13F -1,408 shares

    0.85% of the 13F portfolio, value $2,512,816.

    13F-HR 0001951757-25-001086 filed by VANCE WEALTH, 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 23,844 shares
    Change vs previous 13F -1,535 shares

    0.9% of the 13F portfolio, value $2,384,386.

    13F-HR 0001951757-25-000555 filed by VANCE WEALTH, 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 25,379 shares
    Change vs previous 13F -1,047 shares

    0.95% of the 13F portfolio, value $2,457,448.

    13F-HR 0001951757-25-000262 filed by VANCE WEALTH, 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 26,426 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,844,759.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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