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Focus Partners Wealth: EFG position timeline

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

Focus Partners Wealth held 603,623 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 603,623 shares
    Change vs previous 13F -18,573 shares

    0.07% of the 13F portfolio, value $75,102,695.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 584,217 shares
    • Focus Partners Advisor Solutions, LLC: 19,406 shares

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

  2. period ended2026-03-31
    13F 622,196 shares
    Change vs previous 13F -32,040 shares

    0.07% of the 13F portfolio, value $69,294,018.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 604,475 shares
    • Focus Partners Advisor Solutions, LLC: 17,721 shares

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

  3. period ended2025-12-31
    13F 654,236 shares
    Change vs previous 13F +23,084 shares

    0.08% of the 13F portfolio, value $74,525,822.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 631,968 shares
    • Focus Partners Advisor Solutions, LLC: 22,268 shares

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

  4. period ended2025-09-30
    13F 631,152 shares
    Change vs previous 13F +6,564 shares

    0.1% of the 13F portfolio, value $71,884,576.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 623,569 shares
    • Focus Partners Advisor Solutions, LLC: 7,583 shares

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

  5. period ended2025-06-30
    13F 624,588 shares
    Change vs previous 13F +110,048 shares

    0.13% of the 13F portfolio, value $69,954,013.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 609,318 shares
    • Focus Partners Advisor Solutions, LLC: 15,270 shares

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

  6. period ended2025-03-31
    13F/A 514,540 shares
    Change vs previous 13F -39,788 shares

    0.11% of the 13F portfolio, value $51,454,123.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 505,115 shares
    • Focus Partners Advisor Solutions, LLC: 9,425 shares

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

  7. period ended2024-12-31
    13F/A 554,328 shares
    Change vs previous 13F +65,537 shares

    0.12% of the 13F portfolio, value $53,675,692.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 542,643 shares
    • Focus Partners Advisor Solutions, LLC: 11,685 shares

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

  8. period ended2024-09-30
    13F 488,791 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $52,618,443.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 485,120 shares
    • Focus Partners Advisor Solutions, LLC: 3,671 shares

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