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Disclosery

Ellis Investment Partners, LLC: IEFA position timeline

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

Ellis Investment Partners, LLC held 50,521 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,521 shares
    Change vs previous 13F +2,840 shares

    0.74% of the 13F portfolio, value $4,879,370.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 47,681 shares
    Change vs previous 13F +925 shares

    0.75% of the 13F portfolio, value $4,316,605.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 46,756 shares
    Change vs previous 13F +1,853 shares

    0.73% of the 13F portfolio, value $4,182,847.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 44,903 shares
    Change vs previous 13F +2,223 shares

    0.71% of the 13F portfolio, value $3,920,514.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 42,680 shares
    Change vs previous 13F +439 shares

    0.69% of the 13F portfolio, value $3,562,897.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 42,241 shares
    Change vs previous 13F -89 shares

    0.66% of the 13F portfolio, value $3,195,549.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 42,330 shares
    Change vs previous 13F -654 shares

    0.59% of the 13F portfolio, value $2,974,933.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, 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 42,984 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,354,904.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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