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Aegis Wealth Management LLC: EFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aegis Wealth Management LLC on EFA, newest first. How the timeline and the estimate are built.

Aegis Wealth Management LLC held 13,039 EFA 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 13,039 shares
    Change vs previous 13F +2,700 shares

    0.64% of the 13F portfolio, value $1,354,491.

    13F-HR 0001628818-26-000004 filed by Aegis 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 10,339 shares
    Change vs previous 13F -887 shares

    0.57% of the 13F portfolio, value $1,004,228.

    13F-HR 0001628818-26-000003 filed by Aegis 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 11,226 shares
    Change vs previous 13F -16,065 shares

    0.61% of the 13F portfolio, value $1,078,033.

    13F-HR 0001628818-26-000001 filed by Aegis 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 27,291 shares
    Change vs previous 13F +15,559 shares

    1.36% of the 13F portfolio, value $2,548,161.

    13F-HR 0001628818-25-000004 filed by Aegis 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 11,732 shares
    Change vs previous 13F -4,900 shares

    0.57% of the 13F portfolio, value $958,857.

    13F-HR 0001085146-25-004679 filed by Aegis 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 16,632 shares
    Change vs previous 13F +4,900 shares

    0.8% of the 13F portfolio, value $1,359,334.

    13F-HR 0001085146-25-002751 filed by Aegis 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 11,732 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $887,057.

    13F-HR 0001085146-25-001819 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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