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Aletheian Wealth Advisors LLC: IEFA position timeline

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

Aletheian Wealth Advisors LLC held 38,674 IEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 38,674 shares
    Change vs previous 13F +2,327 shares

    1.5% of the 13F portfolio, value $3,746,737.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 36,347 shares
    Change vs previous 13F -651 shares

    1.5% of the 13F portfolio, value $3,510,393.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 36,998 shares
    Change vs previous 13F -550 shares

    1.63% of the 13F portfolio, value $3,349,429.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors 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 37,548 shares
    Change vs previous 13F 0 shares

    1.52% of the 13F portfolio, value $3,278,316.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors 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 37,548 shares
    Change vs previous 13F -390 shares

    1.54% of the 13F portfolio, value $3,134,507.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors 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 37,938 shares
    Change vs previous 13F -196 shares

    1.61% of the 13F portfolio, value $2,870,010.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors 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 38,134 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $2,680,058.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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