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Vestmark Advisory Solutions, Inc.: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on EFG, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 34,405 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 34,405 shares
    Change vs previous 13F +13,532 shares

    0.04% of the 13F portfolio, value $4,280,632.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, 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 20,873 shares
    Change vs previous 13F +11,761 shares

    0.03% of the 13F portfolio, value $2,324,683.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, 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 9,112 shares
    Change vs previous 13F -38,184 shares

    0.01% of the 13F portfolio, value $1,037,983.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, 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 47,296 shares
    Change vs previous 13F +6,364 shares

    0.1% of the 13F portfolio, value $5,386,069.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, 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 40,932 shares
    Change vs previous 13F -32,203 shares

    0.07% of the 13F portfolio, value $4,584,384.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, 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 73,135 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $7,313,500.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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