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Flywheel Private Wealth LLC: IEFA position timeline

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

Flywheel Private Wealth LLC held 168,943 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,943 shares
    Change vs previous 13F +12,326 shares

    8.04% of the 13F portfolio, value $16,316,558.

    13F-HR 0001725547-26-000242 filed by Flywheel Private Wealth 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 156,617 shares
    Change vs previous 13F +4,902 shares

    8.08% of the 13F portfolio, value $14,178,564.

    13F-HR 0001725547-26-000136 filed by Flywheel Private Wealth 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 151,715 shares
    Change vs previous 13F +31,691 shares

    8.47% of the 13F portfolio, value $13,572,450.

    13F-HR 0001725547-26-000020 filed by Flywheel Private Wealth 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 120,024 shares
    Change vs previous 13F +12,727 shares

    8.19% of the 13F portfolio, value $10,479,318.

    13F-HR 0001725547-25-004114 filed by Flywheel Private Wealth 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 107,297 shares
    Change vs previous 13F +7,607 shares

    7.19% of the 13F portfolio, value $8,957,175.

    13F-HR 0001725547-25-003450 filed by Flywheel Private Wealth 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 99,690 shares
    Change vs previous 13F +6,739 shares

    6.87% of the 13F portfolio, value $7,541,543.

    13F-HR 0001725547-25-001412 filed by Flywheel Private Wealth 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 92,951 shares
    Change vs previous 13F not available

    6.01% of the 13F portfolio, value $6,532,592.

    13F-HR 0001725547-25-000090 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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