Cassilly Financial Group LLC: IEFA position timeline

Cassilly Financial Group LLC held 226,133 IEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 226,133 shares

   Change vs previous 13F +52,385 shares

   14.71% of the 13F portfolio, value $21,907,762.

   13F-HR 0002090777-26-000007 filed by Cassilly Financial Group LLC
   Accepted 2026-10-07 19:49:39 UTC, ingested 2026-10-07 20:03:00 UTC

2. period ended2026-06-30

   13F/A 173,748 shares

   Change vs previous 13F +8,981 shares

   12.18% of the 13F portfolio, value $16,780,557.

   13F-HR/A 0002090777-26-000005 filed by Cassilly Financial Group LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 164,767 shares

   Change vs previous 13F +6,787 shares

   12.94% of the 13F portfolio, value $14,916,380.

   13F-HR 0002090777-26-000003 filed by Cassilly Financial Group LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 157,980 shares

   Change vs previous 13F not available

   12.49% of the 13F portfolio, value $14,132,914.

   13F-HR 0002090777-26-000002 filed by Cassilly Financial Group LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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