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ALLIUM FINANCIAL ADVISORS, LLC: IEFA position timeline

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

ALLIUM FINANCIAL ADVISORS, LLC held 5,448 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,448 shares
    Change vs previous 13F +5,448 shares

    0.34% of the 13F portfolio, value $526,168.

    13F-HR 0001420506-26-001599 filed by ALLIUM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -3,006 shares

    13F-HR 0001420506-25-003368 filed by ALLIUM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F/A 3,006 shares
    Change vs previous 13F +129 shares

    0.22% of the 13F portfolio, value $250,941.

    13F-HR/A 0001420506-26-000208 filed by ALLIUM FINANCIAL 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 ended2025-03-31
    13F 2,877 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $217,645.

    13F-HR 0002067277-25-000001 filed by ALLIUM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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