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Diversify Advisory Services, LLC: EFG position timeline

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

Diversify Advisory Services, LLC held 174,594 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,594 shares
    Change vs previous 13F +99,607 shares

    0.18% of the 13F portfolio, value $20,895,522.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 87,297 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 87,297 shares

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

  2. period ended2026-03-31
    13F 74,987 shares
    Change vs previous 13F +53,016 shares

    0.16% of the 13F portfolio, value $8,717,214.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 74,987 shares

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

  3. period ended2025-12-31
    13F 21,971 shares
    Change vs previous 13F +1,286 shares

    0.05% of the 13F portfolio, value $2,615,942.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 9,036 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,935 shares

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

  4. period ended2025-09-30
    13F 20,685 shares
    Change vs previous 13F +7,519 shares

    0.08% of the 13F portfolio, value $2,394,491.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, 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 13,166 shares
    Change vs previous 13F -5,597 shares

    0.06% of the 13F portfolio, value $1,461,604.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, 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 18,763 shares
    Change vs previous 13F -14,657 shares

    0.12% of the 13F portfolio, value $1,950,366.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, 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 33,420 shares
    Change vs previous 13F -4,644 shares

    0.18% of the 13F portfolio, value $3,232,059.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, 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 38,064 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,927,435.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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