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Dean, Jacobson Financial Services, LLC: IEFA position timeline

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

Dean, Jacobson Financial Services, LLC held 319,298 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 319,298 shares
    Change vs previous 13F -2,923 shares

    16.97% of the 13F portfolio, value $30,837,755.

    13F-HR 0001869456-26-000004 filed by Dean, Jacobson Financial Services, 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 322,221 shares
    Change vs previous 13F +2,461 shares

    17.92% of the 13F portfolio, value $29,170,631.

    13F-HR 0001869456-26-000002 filed by Dean, Jacobson Financial Services, 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 319,760 shares
    Change vs previous 13F +2,295 shares

    18.15% of the 13F portfolio, value $28,605,714.

    13F-HR 0001869456-26-000001 filed by Dean, Jacobson Financial Services, 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 317,465 shares
    Change vs previous 13F +2,864 shares

    20.14% of the 13F portfolio, value $27,717,850.

    13F-HR 0001869456-25-000006 filed by Dean, Jacobson Financial Services, 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 314,601 shares
    Change vs previous 13F -16,456 shares

    20.31% of the 13F portfolio, value $26,262,875.

    13F-HR 0001085146-25-005126 filed by Dean, Jacobson Financial Services, 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 331,057 shares
    Change vs previous 13F -786 shares

    19.26% of the 13F portfolio, value $25,044,495.

    13F-HR 0001085146-25-002378 filed by Dean, Jacobson Financial Services, 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 331,843 shares
    Change vs previous 13F +12,740 shares

    17.81% of the 13F portfolio, value $23,321,950.

    13F-HR 0001085146-25-000417 filed by Dean, Jacobson Financial Services, 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 319,103 shares
    Change vs previous 13F not available

    18.69% of the 13F portfolio, value $24,905,967.

    13F-HR 0001085146-24-005138 filed by Dean, Jacobson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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