FORM Wealth Advisors, LLC: IEFA position timeline

FORM Wealth Advisors, LLC held 1,125,655 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,125,655 shares

   Change vs previous 13F -211,847 shares

   11.96% of the 13F portfolio, value $108,715,801.

   13F-HR 0002085853-26-000683 filed by FORM Wealth Advisors, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,337,502 shares

   Change vs previous 13F -61,938 shares

   14.19% of the 13F portfolio, value $121,084,021.

   13F-HR 0002085853-26-000363 filed by FORM Wealth Advisors, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,399,440 shares

   Change vs previous 13F -50,722 shares

   14.66% of the 13F portfolio, value $125,193,868.

   13F-HR 0002085853-26-000123 filed by FORM Wealth Advisors, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-06-30

   13F 1,450,162 shares

   Change vs previous 13F -149,855 shares

   14.65% of the 13F portfolio, value $121,059,526.

   13F-HR 0001667731-25-000840 filed by FORM Wealth Advisors, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 1,600,017 shares

   Change vs previous 13F not available

   16.45% of the 13F portfolio, value $121,041,267.

   13F-HR 0001667731-25-000490 filed by FORM Wealth Advisors, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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