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Broadview Financial Management, LLC: IEFA position timeline

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

Broadview Financial Management, LLC held 260,496 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 260,496 shares
    Change vs previous 13F +2,357 shares

    15.36% of the 13F portfolio, value $25,158,718.

    13F-HR 0001697024-26-000003 filed by Broadview Financial Management, 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 258,139 shares
    Change vs previous 13F -5,343 shares

    15.96% of the 13F portfolio, value $23,369,355.

    13F-HR 0001697024-26-000002 filed by Broadview Financial Management, 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 263,482 shares
    Change vs previous 13F -4,245 shares

    15.77% of the 13F portfolio, value $23,571,111.

    13F-HR 0001697024-26-000001 filed by Broadview Financial Management, 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 267,727 shares
    Change vs previous 13F -11,485 shares

    15.76% of the 13F portfolio, value $23,375,229.

    13F-HR 0001697024-25-000006 filed by Broadview Financial Management, 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 279,212 shares
    Change vs previous 13F +10,202 shares

    15.83% of the 13F portfolio, value $23,308,609.

    13F-HR 0001697024-25-000004 filed by Broadview Financial Management, 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 269,010 shares
    Change vs previous 13F -1,383 shares

    15.18% of the 13F portfolio, value $20,350,630.

    13F-HR 0001697024-25-000002 filed by Broadview Financial Management, 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 270,393 shares
    Change vs previous 13F +1,744 shares

    13.59% of the 13F portfolio, value $19,003,234.

    13F-HR 0001697024-25-000001 filed by Broadview Financial Management, 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 268,649 shares
    Change vs previous 13F not available

    14.19% of the 13F portfolio, value $20,968,068.

    13F-HR 0001697024-24-000005 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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