Wolff Financial Management LLC: EFG position timeline

Wolff Financial Management LLC held 3,652 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,652 shares

   Change vs previous 13F -34 shares

   0.09% of the 13F portfolio, value $454,423.

   13F-HR 0001767940-26-000004 filed by Wolff Financial Management LLC
   Filed 2026-07-16 (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 3,686 shares

   Change vs previous 13F -63 shares

   0.09% of the 13F portfolio, value $410,547.

   13F-HR 0001767940-26-000003 filed by Wolff Financial Management LLC
   Filed 2026-04-15 (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 3,749 shares

   Change vs previous 13F +14 shares

   0.1% of the 13F portfolio, value $427,124.

   13F-HR 0001767940-26-000001 filed by Wolff Financial Management 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).

4. period ended2025-09-30

   13F 3,735 shares

   Change vs previous 13F -81 shares

   0.1% of the 13F portfolio, value $425,392.

   13F-HR 0001767940-25-000006 filed by Wolff Financial Management LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,816 shares

   Change vs previous 13F +19 shares

   0.11% of the 13F portfolio, value $427,000.

   13F-HR 0001767940-25-000004 filed by Wolff Financial Management LLC
   Filed 2025-07-09 (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).

6. period ended2025-03-31

   13F 3,797 shares

   Change vs previous 13F -68 shares

   0.11% of the 13F portfolio, value $380,000.

   13F-HR 0001767940-25-000003 filed by Wolff Financial Management LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 3,865 shares

   Change vs previous 13F -320 shares

   0.1% of the 13F portfolio, value $374,000.

   13F-HR 0001767940-25-000001 filed by Wolff Financial Management LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 4,185 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $451,000.

   13F-HR 0001767940-24-000005 filed by Wolff Financial Management LLC
   Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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