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Global Wealth Strategies & Associates: IEFA position timeline

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

Global Wealth Strategies & Associates held 514,121 IEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 514,121 shares
    Change vs previous 13F +10,301 shares

    9.13% of the 13F portfolio, value $49,808,043.

    13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
    Accepted , ingested

  2. period ended2026-06-30
    13F 503,820 shares
    Change vs previous 13F +17,034 shares

    9.22% of the 13F portfolio, value $48,658,936.

    13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
    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 486,786 shares
    Change vs previous 13F -2,266 shares

    10.83% of the 13F portfolio, value $44,068,709.

    13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
    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 489,052 shares
    Change vs previous 13F +18,067 shares

    10.91% of the 13F portfolio, value $43,750,615.

    13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
    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 470,985 shares
    Change vs previous 13F +14,450 shares

    10.57% of the 13F portfolio, value $41,121,738.

    13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
    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 456,535 shares
    Change vs previous 13F -9,165 shares

    10.91% of the 13F portfolio, value $38,111,525.

    13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
    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 465,700 shares
    Change vs previous 13F +29,331 shares

    10.68% of the 13F portfolio, value $35,230,197.

    13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
    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 436,369 shares
    Change vs previous 13F not available

    9.59% of the 13F portfolio, value $30,667,993.

    13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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