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Disclosery

WEALTHGARDEN F.S. LLC: EFG position timeline

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

WEALTHGARDEN F.S. LLC held 2,394 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 2,394 shares
    Change vs previous 13F +262 shares

    0.17% of the 13F portfolio, value $297,814.

    13F-HR 0002023633-26-000003 filed by WEALTHGARDEN F.S. 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 2,132 shares
    Change vs previous 13F +2,132 shares

    0.16% of the 13F portfolio, value $237,467.

    13F-HR 0002023633-26-000002 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -10,622 shares

    13F-HR 0002023633-25-000002 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 10,622 shares
    Change vs previous 13F -513 shares

    0.95% of the 13F portfolio, value $1,141,621.

    13F-HR 0001085146-25-004771 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 11,135 shares
    Change vs previous 13F -10,301 shares

    1.07% of the 13F portfolio, value $1,113,533.

    13F-HR 0001085146-25-002547 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 21,436 shares
    Change vs previous 13F +3,828 shares

    1.94% of the 13F portfolio, value $2,075,680.

    13F-HR 0001085146-25-000740 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F/A 17,608 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $1,895,508.

    13F-HR/A 0001085146-24-005836 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

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