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Delta Wealth Advisors LLC: IEFA position timeline

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

Delta Wealth Advisors LLC held 3,179 IEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,179 shares
    Change vs previous 13F -449 shares

    0.21% of the 13F portfolio, value $307,982.

    13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,628 shares
    Change vs previous 13F -1,268 shares

    0.25% of the 13F portfolio, value $350,392.

    13F-HR 0002085853-26-000720 filed by Delta Wealth Advisors 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 4,896 shares
    Change vs previous 13F +295 shares

    0.34% of the 13F portfolio, value $443,235.

    13F-HR 0002085853-26-000437 filed by Delta Wealth Advisors 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 4,601 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $411,605.

    13F-HR 0002085853-26-000119 filed by Delta Wealth Advisors 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 4,601 shares
    Change vs previous 13F -185 shares

    0.31% of the 13F portfolio, value $401,713.

    13F-HR 0002085853-25-000120 filed by Delta Wealth Advisors 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 4,786 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $399,535.

    13F-HR 0002085853-25-000065 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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