Wealthspire Retirement, LLC: EFG position timeline

Wealthspire Retirement, LLC held 33,309 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 33,309 shares

   Change vs previous 13F -2,997 shares

   0.23% of the 13F portfolio, value $4,144,306.

   13F-HR 0002040084-26-000005 filed by Wealthspire Retirement, LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 36,306 shares

   Change vs previous 13F +5,010 shares

   0.24% of the 13F portfolio, value $4,043,400.

   13F-HR 0002040084-26-000003 filed by Wealthspire Retirement, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 31,296 shares

   Change vs previous 13F -1,108 shares

   0.22% of the 13F portfolio, value $3,565,241.

   13F-HR 0002040084-26-000002 filed by Wealthspire Retirement, LLC
   Filed 2026-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F/A 32,404 shares

   Change vs previous 13F -1,539 shares

   0.24% of the 13F portfolio, value $3,690,168.

   13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-06-30

   13F 33,943 shares

   Change vs previous 13F not available

   0.25% of the 13F portfolio, value $3,801,616.

   13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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