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BWM Planning, LLC: IEFA position timeline

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

BWM Planning, LLC held 40,320 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,320 shares
    Change vs previous 13F +154 shares

    0.9% of the 13F portfolio, value $3,894,138.

    13F-HR 0001754960-26-000620 filed by BWM Planning, 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 40,166 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $3,636,258.

    13F-HR 0001754960-26-000306 filed by BWM Planning, 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 40,166 shares
    Change vs previous 13F +487 shares

    0.96% of the 13F portfolio, value $3,593,280.

    13F-HR 0001754960-26-000044 filed by BWM Planning, 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 39,679 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $3,464,349.

    13F-HR 0001754960-25-000742 filed by BWM Planning, 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 39,679 shares
    Change vs previous 13F +52 shares

    1.14% of the 13F portfolio, value $3,312,379.

    13F-HR 0001754960-25-000568 filed by BWM Planning, 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 39,627 shares
    Change vs previous 13F 0 shares

    1.27% of the 13F portfolio, value $2,997,793.

    13F-HR 0001085146-25-003157 filed by BWM Planning, 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 39,627 shares
    Change vs previous 13F +216 shares

    1.21% of the 13F portfolio, value $2,784,995.

    13F-HR 0001085146-25-000408 filed by BWM Planning, 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 39,411 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $3,076,016.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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