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Disclosery

W ADVISORS, LLC: EFG position timeline

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

W ADVISORS, LLC held 32,280 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,280 shares
    Change vs previous 13F -296 shares

    1.83% of the 13F portfolio, value $4,016,278.

    13F-HR 0001172661-26-002980 filed by W ADVISORS, 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 32,576 shares
    Change vs previous 13F +8,377 shares

    1.86% of the 13F portfolio, value $3,627,989.

    13F-HR 0001172661-26-001570 filed by W ADVISORS, 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 24,199 shares
    Change vs previous 13F -1,201 shares

    1.39% of the 13F portfolio, value $2,756,750.

    13F-HR 0001172661-26-000770 filed by W ADVISORS, 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 25,400 shares
    Change vs previous 13F -6,056 shares

    1.52% of the 13F portfolio, value $2,892,552.

    13F-HR 0001172661-25-004935 filed by W ADVISORS, 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 31,456 shares
    Change vs previous 13F -837 shares

    2.02% of the 13F portfolio, value $3,523,072.

    13F-HR 0001172661-25-002933 filed by W ADVISORS, 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 32,293 shares
    Change vs previous 13F -7,203 shares

    2.02% of the 13F portfolio, value $3,229,300.

    13F-HR 0001172661-25-001769 filed by W ADVISORS, 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 39,496 shares
    Change vs previous 13F +2,152 shares

    2.37% of the 13F portfolio, value $3,824,397.

    13F-HR 0001172661-25-000311 filed by W ADVISORS, 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 37,344 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $4,020,082.

    13F-HR 0001172661-24-004378 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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