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Fusion Family Wealth, LLC: IEFA position timeline

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

Fusion Family Wealth, LLC held 576,900 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 576,900 shares
    Change vs previous 13F -7,773 shares

    3.7% of the 13F portfolio, value $55,717,004.

    13F-HR 0001951757-26-001150 filed by Fusion Family 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 584,673 shares
    Change vs previous 13F -1,203 shares

    3.95% of the 13F portfolio, value $52,930,449.

    13F-HR 0001951757-26-000773 filed by Fusion Family 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 585,876 shares
    Change vs previous 13F +23,794 shares

    3.97% of the 13F portfolio, value $52,430,389.

    13F-HR 0001951757-26-000355 filed by Fusion Family 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 562,082 shares
    Change vs previous 13F +3,356 shares

    3.68% of the 13F portfolio, value $49,075,378.

    13F-HR 0001951757-25-001286 filed by Fusion Family 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 558,726 shares
    Change vs previous 13F +27,551 shares

    3.94% of the 13F portfolio, value $46,642,445.

    13F-HR 0001951757-25-001002 filed by Fusion Family 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 531,175 shares
    Change vs previous 13F +49,982 shares

    3.7% of the 13F portfolio, value $40,195,196.

    13F-HR 0001951757-25-000468 filed by Fusion Family 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 481,193 shares
    Change vs previous 13F -3,632 shares

    3.1% of the 13F portfolio, value $33,818,243.

    13F-HR 0001951757-25-000134 filed by Fusion Family Wealth, 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 484,825 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $37,859,639.

    13F-HR 0001951757-24-001061 filed by Fusion Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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