BigSur Wealth Management LLC: EFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BigSur Wealth Management LLC on EFA, newest first. How the timeline and the estimate are built.
BigSur Wealth Management LLC held 17,938 EFA shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 17,938 sharesChange vs previous 13F 0 shares
0.45% of the 13F portfolio, value $1,863,399.
13F-HR 0001398344-26-012137 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,938 sharesChange vs previous 13F -9,000 shares
0.49% of the 13F portfolio, value $1,742,318.
13F-HR 0001398344-26-006828 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,938 sharesChange vs previous 13F 0 shares
0.63% of the 13F portfolio, value $2,586,856.
13F-HR 0001398344-26-001298 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,938 sharesChange vs previous 13F -400 shares
0.62% of the 13F portfolio, value $2,515,201.
13F-HR 0001398344-25-019122 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,338 sharesChange vs previous 13F 0 shares
0.62% of the 13F portfolio, value $2,443,744.
13F-HR 0001398344-25-013158 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 27,338 sharesChange vs previous 13F 0 shares
0.61% of the 13F portfolio, value $2,234,335.
13F-HR 0001398344-25-007207 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 27,338 sharesChange vs previous 13F 0 shares
0.59% of the 13F portfolio, value $2,067,026.
13F-HR 0001398344-25-000735 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 27,338 sharesChange vs previous 13F not available
0.63% of the 13F portfolio, value $2,286,277.
13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).