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Bernard Wealth Management Corp.: IEFA position timeline

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

Bernard Wealth Management Corp. held 72,162 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,162 shares
    Change vs previous 13F +3,084 shares

    2.57% of the 13F portfolio, value $6,969,406.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    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 69,078 shares
    Change vs previous 13F +18,393 shares

    2.67% of the 13F portfolio, value $6,253,594.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    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 50,685 shares
    Change vs previous 13F +1,741 shares

    1.84% of the 13F portfolio, value $4,534,243.

    13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
    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 48,944 shares
    Change vs previous 13F +2,300 shares

    1.78% of the 13F portfolio, value $4,273,297.

    13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
    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 46,644 shares
    Change vs previous 13F +861 shares

    1.8% of the 13F portfolio, value $3,893,837.

    13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
    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 45,783 shares
    Change vs previous 13F +1,058 shares

    1.69% of the 13F portfolio, value $3,463,479.

    13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
    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/A 44,725 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $3,143,269.

    13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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