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Adaptive Financial Consulting, LLC: IEFA position timeline

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

Adaptive Financial Consulting, LLC held 157,965 IEFA 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 157,965 shares
    Change vs previous 13F +2,924 shares

    5.34% of the 13F portfolio, value $15,256,216.

    13F-HR 0001804717-26-000003 filed by Adaptive Financial Consulting, 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 155,041 shares
    Change vs previous 13F +6,540 shares

    5.38% of the 13F portfolio, value $14,035,873.

    13F-HR 0001804717-26-000002 filed by Adaptive Financial Consulting, 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 148,501 shares
    Change vs previous 13F +4,484 shares

    5.17% of the 13F portfolio, value $13,284,910.

    13F-HR 0001804717-26-000001 filed by Adaptive Financial Consulting, 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 144,017 shares
    Change vs previous 13F -2,039 shares

    5.03% of the 13F portfolio, value $12,574,095.

    13F-HR 0001804717-25-000002 filed by Adaptive Financial Consulting, 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 146,056 shares
    Change vs previous 13F -1,881 shares

    5.09% of the 13F portfolio, value $12,192,727.

    13F-HR 0001085146-25-004766 filed by Adaptive Financial Consulting, 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 147,937 shares
    Change vs previous 13F -5,121 shares

    4.79% of the 13F portfolio, value $11,191,460.

    13F-HR 0001085146-25-002586 filed by Adaptive Financial Consulting, 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 153,058 shares
    Change vs previous 13F -1,758 shares

    4.46% of the 13F portfolio, value $10,756,941.

    13F-HR 0001085146-25-000717 filed by Adaptive Financial Consulting, 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 154,816 shares
    Change vs previous 13F not available

    4.92% of the 13F portfolio, value $12,083,370.

    13F-HR 0001085146-24-005395 filed by Adaptive Financial Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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