Yoffe Investment Management, LLC: EFG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Yoffe Investment Management, LLC on EFG, newest first. How the timeline and the estimate are built.
Yoffe Investment Management, LLC held 2,358 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 2,358 sharesChange vs previous 13F 0 shares
0.34% of the 13F portfolio, value $293,382.
13F-HR 0002056336-26-000007 filed by Yoffe Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,358 sharesChange vs previous 13F 0 shares
0.34% of the 13F portfolio, value $262,610.
13F-HR 0002056336-26-000004 filed by Yoffe Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,358 sharesChange vs previous 13F 0 shares
0.34% of the 13F portfolio, value $268,623.
13F-HR 0002056336-26-000002 filed by Yoffe Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,358 sharesChange vs previous 13F 0 shares
0.35% of the 13F portfolio, value $268,529.
13F-HR 0002056336-25-000005 filed by Yoffe Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,358 sharesChange vs previous 13F 0 shares
0.36% of the 13F portfolio, value $264,096.
13F-HR 0002056336-25-000003 filed by Yoffe Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,358 sharesChange vs previous 13F 0 shares
0.35% of the 13F portfolio, value $235,800.
13F-HR 0001172661-25-001503 filed by Yoffe Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 2,358 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $228,325.
13F-HR/A 0001172661-25-001342 filed by Yoffe Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).