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BEESE FULMER INVESTMENT MANAGEMENT, INC.: IEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEESE FULMER INVESTMENT MANAGEMENT, INC. on IEFA, newest first. How the timeline and the estimate are built.

BEESE FULMER INVESTMENT MANAGEMENT, INC. held 43,595 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,595 shares
    Change vs previous 13F +1,234 shares

    0.24% of the 13F portfolio, value $4,210,390.

    13F-HR 0000911274-26-000004 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    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 42,361 shares
    Change vs previous 13F +3,014 shares

    0.25% of the 13F portfolio, value $3,834,906.

    13F-HR 0000911274-26-000003 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    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 39,347 shares
    Change vs previous 13F -404 shares

    0.23% of the 13F portfolio, value $3,519,971.

    13F-HR 0000911274-26-000002 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    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 39,751 shares
    Change vs previous 13F +400 shares

    0.24% of the 13F portfolio, value $3,470,691.

    13F-HR 0000911274-25-000010 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    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 39,351 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,285,008.

    13F-HR 0000911274-25-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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