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COLLECTIVE FAMILY OFFICE LLC: IEFA position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 24,189 IEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,189 shares
    Change vs previous 13F -1,284 shares

    0.48% of the 13F portfolio, value $2,343,430.

    13F-HR 0001845066-26-000006 filed by COLLECTIVE FAMILY OFFICE LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,473 shares
    Change vs previous 13F -10 shares

    0.5% of the 13F portfolio, value $2,460,182.

    13F-HR 0001845066-26-000004 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 25,483 shares
    Change vs previous 13F -2,603 shares

    0.52% of the 13F portfolio, value $2,306,976.

    13F-HR 0001845066-26-000003 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,086 shares
    Change vs previous 13F -14,381 shares

    0.58% of the 13F portfolio, value $2,512,574.

    13F-HR 0001845066-26-000001 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 42,467 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $3,707,794.

    13F-HR 0001845066-25-000009 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 42,467 shares
    Change vs previous 13F -26 shares

    0.91% of the 13F portfolio, value $3,545,145.

    13F-HR 0001845066-25-000007 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 42,493 shares
    Change vs previous 13F -4,100 shares

    0.87% of the 13F portfolio, value $3,214,595.

    13F-HR 0001845066-25-000005 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 46,593 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,274,556.

    13F-HR 0001845066-25-000002 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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