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Kestra Advisory Services, LLC: EFG position timeline

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

Kestra Advisory Services, LLC held 475,187 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 475,187 shares
    Change vs previous 13F +15,812 shares

    0.13% of the 13F portfolio, value $59,122,816.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 148,879 shares
    • Kestra Advisory Services, LLC: 313,846 shares
    • Kestra Investment Management, LLC: 12,462 shares

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

  2. period ended2026-03-31
    13F 459,375 shares
    Change vs previous 13F +70,310 shares

    0.13% of the 13F portfolio, value $51,160,552.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 144,860 shares
    • Kestra Advisory Services, LLC: 303,818 shares
    • Kestra Investment Management, LLC: 10,697 shares

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

  3. period ended2025-12-31
    13F 389,065 shares
    Change vs previous 13F -128,468 shares

    0.12% of the 13F portfolio, value $44,322,235.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 138,105 shares
    • Kestra Advisory Services, LLC: 247,201 shares
    • Kestra Investment Management, LLC: 3,759 shares

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

  4. period ended2025-09-30
    13F 517,533 shares
    Change vs previous 13F -38,569 shares

    0.18% of the 13F portfolio, value $58,936,654.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 133,231 shares
    • Kestra Advisory Services, LLC: 256,113 shares
    • Kestra Investment Management, LLC: 128,189 shares

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

  5. period ended2025-06-30
    13F/A 556,102 shares
    Change vs previous 13F -312,205 shares

    0.2% of the 13F portfolio, value $62,283,431.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 131,092 shares
    • Kestra Advisory Services, LLC: 302,385 shares
    • Kestra Investment Management, LLC: 122,625 shares

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

  6. period ended2025-03-31
    13F/A 868,307 shares
    Change vs previous 13F -158,462 shares

    0.29% of the 13F portfolio, value $86,830,700.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 132,097 shares
    • Kestra Advisory Services, LLC: 320,508 shares
    • Kestra Investment Management, LLC: 415,702 shares

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

  7. period ended2024-12-31
    13F 1,026,769 shares
    Change vs previous 13F +92,243 shares

    0.37% of the 13F portfolio, value $99,421,992.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 123,332 shares
    • Kestra Advisory Services, LLC: 395,427 shares
    • Kestra Investment Management, LLC: 508,010 shares

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

  8. period ended2024-09-30
    13F 934,526 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $100,644,006.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 100,510 shares
    • Kestra Advisory Services, LLC: 371,682 shares
    • Kestra Investment Management, LLC: 462,334 shares

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