Skip to content
Disclosery

Affiance Financial, LLC: IEFA position timeline

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

Affiance Financial, LLC held 404,972 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 404,972 shares
    Change vs previous 13F +24,008 shares

    5.63% of the 13F portfolio, value $39,112,280.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, 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 380,964 shares
    Change vs previous 13F +68,513 shares

    5.59% of the 13F portfolio, value $34,488,720.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, 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 312,451 shares
    Change vs previous 13F +26,473 shares

    4.5% of the 13F portfolio, value $27,951,915.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, 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 285,978 shares
    Change vs previous 13F +16,374 shares

    4.55% of the 13F portfolio, value $24,968,770.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, 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 269,604 shares
    Change vs previous 13F +22,186 shares

    4.57% of the 13F portfolio, value $22,506,571.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, 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 247,418 shares
    Change vs previous 13F +11,017 shares

    4.36% of the 13F portfolio, value $18,717,234.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, 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 236,401 shares
    Change vs previous 13F +3,373 shares

    3.97% of the 13F portfolio, value $16,614,320.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, 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 233,028 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $18,187,882.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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