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Manager record

EFG Private Wealth Management (Americas) Corp.

Miami, FL · CIK 1598340 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$579.16MReported 13F valueQ3 2025 · as filed
146Holdings listed
+6.8%vs prior quartervalue change includes market moves
2Quarters on record
Nov 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2025Q2 2025: $542.2M$542.2MQ2 2025135 holdingsQ3 2025: $579.2M$579.2MQ3 2025146 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-NT · period Q2 2026

View original SEC filing ↗
May 15 2026 13F-NT · period Q1 2026

View original SEC filing ↗
Feb 17 2026 13F-NT · period Q4 2025

View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$579.16M · 146 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$542.20M · 135 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2025 · latest filing Aug 14, 2026 · Change methodology