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Disclosery

WRAPMANAGER INC: EFG position timeline

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

WRAPMANAGER INC held 0 EFG shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,964 shares

    13F-HR 0001266014-25-000002 filed by WRAPMANAGER 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 ended2025-06-30
    13F 1,964 shares
    Change vs previous 13F -165 shares

    0.05% of the 13F portfolio, value $219,968.

    13F-HR 0001085146-25-004731 filed by WRAPMANAGER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 2,129 shares
    Change vs previous 13F -499 shares

    0.06% of the 13F portfolio, value $212,900.

    13F-HR 0001085146-25-002783 filed by WRAPMANAGER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 2,628 shares
    Change vs previous 13F -361 shares

    0.07% of the 13F portfolio, value $254,469.

    13F-HR 0001085146-25-000753 filed by WRAPMANAGER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 2,989 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $321,766.

    13F-HR 0001085146-24-005425 filed by WRAPMANAGER INC
    Filed (acceptance time not in the bulk data set), ingested

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