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Emergent Wealth Advisors, LLC: IEFA position timeline

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

Emergent Wealth Advisors, LLC held 128,543 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 128,543 shares
    Change vs previous 13F +6,526 shares

    6.51% of the 13F portfolio, value $12,453,265.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 122,017 shares
    Change vs previous 13F +9,859 shares

    6.12% of the 13F portfolio, value $11,778,380.

    13F-HR 0001754960-26-000491 filed by Emergent 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 112,158 shares
    Change vs previous 13F +26,525 shares

    6% of the 13F portfolio, value $10,153,678.

    13F-HR 0001754960-26-000207 filed by Emergent 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 85,633 shares
    Change vs previous 13F +13,255 shares

    4.31% of the 13F portfolio, value $7,660,743.

    13F-HR 0001754960-26-000055 filed by Emergent 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 72,378 shares
    Change vs previous 13F +8,533 shares

    3.71% of the 13F portfolio, value $6,391,699.

    13F-HR 0001754960-25-000736 filed by Emergent 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 63,845 shares
    Change vs previous 13F +8,132 shares

    3.52% of the 13F portfolio, value $5,511,819.

    13F-HR 0001754960-25-000735 filed by Emergent Wealth Advisors, 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 55,713 shares
    Change vs previous 13F -6,179 shares

    3.05% of the 13F portfolio, value $4,214,693.

    13F-HR 0001754960-25-000734 filed by Emergent Wealth Advisors, 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 61,892 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $4,349,797.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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