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ERn Financial, LLC: IEFA position timeline

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

ERn Financial, LLC held 216,224 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 216,224 shares
    Change vs previous 13F +6,775 shares

    3.46% of the 13F portfolio, value $20,882,930.

    13F-HR 0001768302-26-000004 filed by ERn Financial, 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 209,449 shares
    Change vs previous 13F +11,493 shares

    3.57% of the 13F portfolio, value $18,961,443.

    13F-HR 0001768302-26-000003 filed by ERn Financial, 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 197,956 shares
    Change vs previous 13F +22,866 shares

    3.33% of the 13F portfolio, value $17,709,169.

    13F-HR 0001768302-26-000001 filed by ERn Financial, 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 175,090 shares
    Change vs previous 13F +8,038 shares

    3.02% of the 13F portfolio, value $15,287,151.

    13F-HR 0001768302-25-000007 filed by ERn Financial, 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 167,052 shares
    Change vs previous 13F +921 shares

    2.94% of the 13F portfolio, value $13,945,538.

    13F-HR 0001768302-25-000004 filed by ERn Financial, 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 166,131 shares
    Change vs previous 13F +8,479 shares

    1.99% of the 13F portfolio, value $12,567,776.

    13F-HR 0001768302-25-000003 filed by ERn Financial, 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 157,652 shares
    Change vs previous 13F +12,612 shares

    1.66% of the 13F portfolio, value $11,079,799.

    13F-HR 0001768302-25-000001 filed by ERn Financial, 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 145,040 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $11,320,378.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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