Skip to content
Disclosery

Avid Wealth Partners LLC: IEFA position timeline

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

Avid Wealth Partners LLC held 3,294 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,294 shares
    Change vs previous 13F -574 shares

    0.15% of the 13F portfolio, value $318,088.

    13F-HR 0001992344-26-000007 filed by Avid Wealth Partners 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 3,868 shares
    Change vs previous 13F -25,166 shares

    0.17% of the 13F portfolio, value $350,126.

    13F-HR 0001992344-26-000005 filed by Avid Wealth Partners 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 29,034 shares
    Change vs previous 13F -141,219 shares

    1.27% of the 13F portfolio, value $2,597,338.

    13F-HR 0001992344-26-000003 filed by Avid Wealth Partners 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 170,253 shares
    Change vs previous 13F +7,256 shares

    7.39% of the 13F portfolio, value $14,864,772.

    13F-HR 0001992344-25-000009 filed by Avid Wealth Partners 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 162,997 shares
    Change vs previous 13F +50,648 shares

    7.78% of the 13F portfolio, value $13,606,973.

    13F-HR 0001992344-25-000005 filed by Avid Wealth Partners 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 112,349 shares
    Change vs previous 13F -71,492 shares

    5.77% of the 13F portfolio, value $8,499,188.

    13F-HR 0001992344-25-000003 filed by Avid Wealth Partners 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 183,841 shares
    Change vs previous 13F +5,225 shares

    9.18% of the 13F portfolio, value $12,920,366.

    13F-HR 0001992344-25-000002 filed by Avid Wealth Partners 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 178,616 shares
    Change vs previous 13F not available

    9.87% of the 13F portfolio, value $13,940,979.

    13F-HR 0001992344-24-000006 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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