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Disclosery

EFG International AG: LPLA position timeline

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

EFG International AG held 24,793 LPLA 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 24,793 shares
    Change vs previous 13F +4,059 shares

    0.13% of the 13F portfolio, value $6,984,519.

    13F-HR 0002109868-26-000008 filed by EFG International AG
    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 20,734 shares
    Change vs previous 13F -628 shares

    0.13% of the 13F portfolio, value $6,238,270.

    13F-HR 0002109868-26-000006 filed by EFG International AG
    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 21,362 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $7,632,120.

    13F-HR 0001085146-26-000241 filed by EFG International AG
    Filed (acceptance time not in the bulk data set), ingested

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