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Meeder Advisory Services, Inc.: EFG position timeline

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

Meeder Advisory Services, Inc. held 106,726 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,726 shares
    Change vs previous 13F +12,673 shares

    0.49% of the 13F portfolio, value $13,278,836.

    13F-HR 0001398344-26-013841 filed by Meeder Advisory Services, Inc.
    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 94,053 shares
    Change vs previous 13F +11,716 shares

    0.44% of the 13F portfolio, value $10,474,727.

    13F-HR 0001398344-26-008708 filed by Meeder Advisory Services, Inc.
    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 82,337 shares
    Change vs previous 13F +25,524 shares

    0.4% of the 13F portfolio, value $9,379,831.

    13F-HR 0001398344-26-002770 filed by Meeder Advisory Services, Inc.
    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 56,813 shares
    Change vs previous 13F +8,629 shares

    0.3% of the 13F portfolio, value $6,469,864.

    13F-HR 0001398344-25-019768 filed by Meeder Advisory Services, Inc.
    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 48,184 shares
    Change vs previous 13F +4,449 shares

    0.28% of the 13F portfolio, value $5,396,608.

    13F-HR 0001398344-25-014712 filed by Meeder Advisory Services, Inc.
    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 43,735 shares
    Change vs previous 13F +3,165 shares

    0.26% of the 13F portfolio, value $4,373,500.

    13F-HR 0001398344-25-008926 filed by Meeder Advisory Services, Inc.
    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 40,570 shares
    Change vs previous 13F +10,700 shares

    0.25% of the 13F portfolio, value $3,928,393.

    13F-HR 0001398344-25-002539 filed by Meeder Advisory Services, Inc.
    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 29,870 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,215,506.

    13F-HR 0001398344-24-020228 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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