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Disclosery

Wambolt & Associates, LLC: EFG position timeline

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

Wambolt & Associates, LLC held 20,039 EFG shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 20,039 shares
    Change vs previous 13F -373 shares

    0.75% of the 13F portfolio, value $2,230,820.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 20,412 shares
    Change vs previous 13F -87 shares

    0.69% of the 13F portfolio, value $2,044,257.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 20,499 shares
    Change vs previous 13F -649 shares

    0.64% of the 13F portfolio, value $1,984,929.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 21,148 shares
    Change vs previous 13F +1,845 shares

    0.62% of the 13F portfolio, value $2,260,285.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 19,303 shares
    Change vs previous 13F -649 shares

    0.57% of the 13F portfolio, value $1,971,013.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 19,952 shares
    Change vs previous 13F +2,956 shares

    0.62% of the 13F portfolio, value $2,063,076.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 16,996 shares
    Change vs previous 13F +3,615 shares

    0.54% of the 13F portfolio, value $1,646,099.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 13,381 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,138,329.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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