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Carlson Capital Management: IEFA position timeline

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

Carlson Capital Management held 13,721 IEFA shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 13,721 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $964,315.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 13,721 shares
    Change vs previous 13F -36 shares

    0.05% of the 13F portfolio, value $1,070,927.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 13,757 shares
    Change vs previous 13F -74 shares

    0.05% of the 13F portfolio, value $999,312.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 13,831 shares
    Change vs previous 13F -21,746 shares

    0.05% of the 13F portfolio, value $1,026,540.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 35,577 shares
    Change vs previous 13F +4,701 shares

    0.13% of the 13F portfolio, value $2,502,845.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 30,876 shares
    Change vs previous 13F +391 shares

    0.12% of the 13F portfolio, value $1,986,873.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 30,485 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,057,740.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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