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White Lighthouse Investment Management Inc.: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of White Lighthouse Investment Management Inc. on EFG, newest first. How the timeline and the estimate are built.

White Lighthouse Investment Management Inc. held 0 EFG shares at 2025-06-30 per its 13F-HR filed 2025-07-30.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,136 shares

    13F-HR 0001085146-25-004334 filed by White Lighthouse Investment Management Inc.
    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.

  2. period ended2025-03-31
    13F 2,136 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $213,600.

    13F-HR 0001085146-25-002958 filed by White Lighthouse Investment Management Inc.
    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 2,135 shares
    Change vs previous 13F -43 shares

    0.04% of the 13F portfolio, value $206,732.

    13F-HR 0001085146-25-000747 filed by White Lighthouse Investment Management Inc.
    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 2,178 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $234,462.

    13F-HR 0001085146-24-005238 filed by White Lighthouse Investment Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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