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49 WEALTH MANAGEMENT, LLC: IEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 49 WEALTH MANAGEMENT, LLC on IEFA, newest first. How the timeline and the estimate are built.

49 WEALTH MANAGEMENT, LLC held 201,170 IEFA shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 201,170 shares
    Change vs previous 13F -1,589,196 shares

    3.71% of the 13F portfolio, value $19,428,986.

    13F-HR/A 0001104659-26-098355 filed by 49 WEALTH MANAGEMENT, LLC
    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 1,790,366 shares
    Change vs previous 13F +157,540 shares

    12.13% of the 13F portfolio, value $162,081,795.

    13F-HR 0001104659-26-059918 filed by 49 WEALTH MANAGEMENT, LLC
    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 1,632,826 shares
    Change vs previous 13F +234,965 shares

    11.89% of the 13F portfolio, value $146,072,619.

    13F-HR 0001104659-26-010120 filed by 49 WEALTH MANAGEMENT, LLC
    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 1,397,861 shares
    Change vs previous 13F +137,715 shares

    11.51% of the 13F portfolio, value $122,047,266.

    13F-HR 0001104659-25-109943 filed by 49 WEALTH MANAGEMENT, LLC
    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 1,260,146 shares
    Change vs previous 13F +242,762 shares

    11.2% of the 13F portfolio, value $105,197,028.

    13F-HR 0001104659-25-075156 filed by 49 WEALTH MANAGEMENT, LLC
    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 1,017,384 shares
    Change vs previous 13F +267,542 shares

    9.27% of the 13F portfolio, value $76,965,067.

    13F-HR 0001104659-25-041965 filed by 49 WEALTH MANAGEMENT, LLC
    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 749,842 shares
    Change vs previous 13F +122,018 shares

    7.51% of the 13F portfolio, value $52,698,918.

    13F-HR 0001104659-25-014408 filed by 49 WEALTH MANAGEMENT, LLC
    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 627,824 shares
    Change vs previous 13F not available

    7.98% of the 13F portfolio, value $49,001,663.

    13F-HR 0001104659-24-116419 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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