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WALLER FINANCIAL PLANNING GROUP, INC: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLER FINANCIAL PLANNING GROUP, INC on EFG, newest first. How the timeline and the estimate are built.

WALLER FINANCIAL PLANNING GROUP, INC held 233,873 EFG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 233,873 shares
    Change vs previous 13F +13,916 shares

    5.69% of the 13F portfolio, value $28,025,039.

    13F-HR 0001214659-26-012630 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 219,957 shares
    Change vs previous 13F +4,285 shares

    5.64% of the 13F portfolio, value $27,367,019.

    13F-HR 0001214659-26-008295 filed by WALLER FINANCIAL PLANNING GROUP, INC
    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 215,672 shares
    Change vs previous 13F +16,557 shares

    5.3% of the 13F portfolio, value $24,019,410.

    13F-HR 0001214659-26-004321 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 199,115 shares
    Change vs previous 13F +147,064 shares

    5.04% of the 13F portfolio, value $22,683,207.

    13F-HR 0001214659-26-000397 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 52,051 shares
    Change vs previous 13F -79 shares

    1.36% of the 13F portfolio, value $5,927,533.

    13F-HR 0001214659-25-014790 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 52,130 shares
    Change vs previous 13F +2,531 shares

    1.41% of the 13F portfolio, value $5,838,570.

    13F-HR 0001214659-25-009926 filed by WALLER FINANCIAL PLANNING GROUP, INC
    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 49,599 shares
    Change vs previous 13F +1,037 shares

    1.39% of the 13F portfolio, value $4,959,900.

    13F-HR 0001214659-25-005278 filed by WALLER FINANCIAL PLANNING GROUP, INC
    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 48,562 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $4,702,258.

    13F-HR 0001214659-25-000086 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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