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Disclosery

Cerity Partners LLC: EFG position timeline

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

Cerity Partners LLC held 386,872 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 386,872 shares
    Change vs previous 13F +9,971 shares

    0.06% of the 13F portfolio, value $48,134,023.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    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 376,901 shares
    Change vs previous 13F +302,374 shares

    0.06% of the 13F portfolio, value $41,975,935.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    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 74,527 shares
    Change vs previous 13F -3,950 shares

    0.01% of the 13F portfolio, value $8,541,359.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 78,477 shares
    Change vs previous 13F -15,237 shares

    0.01% of the 13F portfolio, value $8,958,820.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    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 93,714 shares
    Change vs previous 13F +17,950 shares

    0.02% of the 13F portfolio, value $10,508,181.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    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 75,764 shares
    Change vs previous 13F +1,641 shares

    0.02% of the 13F portfolio, value $7,576,301.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    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 74,123 shares
    Change vs previous 13F +52,986 shares

    0.02% of the 13F portfolio, value $7,177,276.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    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 21,137 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,275,429.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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