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Disclosery

WORLD EQUITY GROUP, INC.: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WORLD EQUITY GROUP, INC. on EFG, newest first. How the timeline and the estimate are built.

WORLD EQUITY GROUP, INC. held 5,388 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,388 shares
    Change vs previous 13F +54 shares

    0.15% of the 13F portfolio, value $670,371.

    13F-HR 0000878770-26-000006 filed by WORLD EQUITY GROUP, INC.
    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 5,334 shares
    Change vs previous 13F +5,334 shares

    0.15% of the 13F portfolio, value $594,265.

    13F-HR 0000878770-26-000005 filed by WORLD EQUITY GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,176 shares

    13F-HR 0000878770-26-000001 filed by WORLD EQUITY GROUP, 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.

  4. period ended2025-09-30
    13F 2,176 shares
    Change vs previous 13F -3,043 shares

    0.06% of the 13F portfolio, value $247,813.

    13F-HR 0000878770-25-000007 filed by WORLD EQUITY GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,219 shares
    Change vs previous 13F -2,271 shares

    0.16% of the 13F portfolio, value $584,683.

    13F-HR 0000878770-25-000005 filed by WORLD EQUITY GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,490 shares
    Change vs previous 13F -1,661 shares

    0.21% of the 13F portfolio, value $749,172.

    13F-HR 0000878770-25-000003 filed by WORLD EQUITY GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 9,151 shares
    Change vs previous 13F +4,335 shares

    0.19% of the 13F portfolio, value $886,266.

    13F-HR 0000878770-25-000002 filed by WORLD EQUITY GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,816 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $518,637.

    13F-HR 0000878770-24-000018 filed by WORLD EQUITY GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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