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Disclosery

Daniels&Tansey,LLP: IEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Daniels&Tansey,LLP on IEFA, newest first. How the timeline and the estimate are built.

Daniels&Tansey,LLP held 44,835 IEFA shares at 2023-09-30 per its 13F-HR filed 2023-11-03.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 44,835 shares
    Change vs previous 13F -378,645 shares

    4.23% of the 13F portfolio, value $12,209,194.

    13F-HR 0001478179-23-000007 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 423,480 shares
    Change vs previous 13F -6,820 shares

    9.48% of the 13F portfolio, value $28,584,920.

    13F-HR 0001478179-23-000003 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 430,300 shares
    Change vs previous 13F -4,484 shares

    9.87% of the 13F portfolio, value $28,765,594.

    13F-HR 0001478179-23-000002 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 434,784 shares
    Change vs previous 13F +95,189 shares

    10.26% of the 13F portfolio, value $26,800,122.

    13F-HR 0001478179-23-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 339,595 shares
    Change vs previous 13F -22,331 shares

    7.43% of the 13F portfolio, value $17,886,000.

    13F-HR 0001478179-22-000004 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 361,926 shares
    Change vs previous 13F +50,554 shares

    8.28% of the 13F portfolio, value $21,299,000.

    13F-HR 0001478179-22-000003 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 311,372 shares
    Change vs previous 13F +44,876 shares

    7.32% of the 13F portfolio, value $21,643,000.

    13F-HR 0001478179-22-000002 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 266,496 shares
    Change vs previous 13F not available

    6.15% of the 13F portfolio, value $19,891,000.

    13F-HR 0001478179-22-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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