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Canopy Partners, LLC: IEFA position timeline

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

Canopy Partners, LLC held 119,021 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,021 shares
    Change vs previous 13F +1,257 shares

    3.46% of the 13F portfolio, value $11,495,048.

    13F-HR 0001960860-26-000003 filed by Canopy Partners, 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 117,764 shares
    Change vs previous 13F -1,997 shares

    3.66% of the 13F portfolio, value $10,661,175.

    13F-HR 0001960860-26-000002 filed by Canopy Partners, 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 119,761 shares
    Change vs previous 13F -330 shares

    3.49% of the 13F portfolio, value $10,713,819.

    13F-HR 0001960860-26-000001 filed by Canopy Partners, 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 120,091 shares
    Change vs previous 13F -1,584 shares

    3.5% of the 13F portfolio, value $10,485,145.

    13F-HR 0001960860-25-000006 filed by Canopy Partners, 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 121,675 shares
    Change vs previous 13F -522 shares

    3.73% of the 13F portfolio, value $10,157,429.

    13F-HR 0001960860-25-000003 filed by Canopy Partners, 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 122,197 shares
    Change vs previous 13F -10,161 shares

    3.6% of the 13F portfolio, value $9,244,203.

    13F-HR 0001960860-25-000002 filed by Canopy Partners, 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 132,358 shares
    Change vs previous 13F -2,486 shares

    3.55% of the 13F portfolio, value $9,302,120.

    13F-HR 0001960860-25-000001 filed by Canopy Partners, 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 134,844 shares
    Change vs previous 13F not available

    4.53% of the 13F portfolio, value $10,524,574.

    13F-HR 0001960860-24-000008 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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