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INSTRUMENTAL WEALTH, LLC: IEFA position timeline

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

INSTRUMENTAL WEALTH, LLC held 249,690 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 249,690 shares
    Change vs previous 13F +13,577 shares

    12.21% of the 13F portfolio, value $24,115,042.

    13F-HR 0001976010-26-000008 filed by INSTRUMENTAL 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 236,113 shares
    Change vs previous 13F +6,522 shares

    13.14% of the 13F portfolio, value $21,375,288.

    13F-HR 0001976010-26-000004 filed by INSTRUMENTAL 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 229,591 shares
    Change vs previous 13F +118,249 shares

    13.55% of the 13F portfolio, value $22,598,618.

    13F-HR 0001976010-26-000002 filed by INSTRUMENTAL 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 111,342 shares
    Change vs previous 13F +5,146 shares

    6.9% of the 13F portfolio, value $9,831,520.

    13F-HR 0001976010-25-000009 filed by INSTRUMENTAL 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 106,196 shares
    Change vs previous 13F +2,388 shares

    6.94% of the 13F portfolio, value $8,726,120.

    13F-HR 0001976010-25-000005 filed by INSTRUMENTAL 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 103,808 shares
    Change vs previous 13F +4,434 shares

    7.34% of the 13F portfolio, value $8,105,329.

    13F-HR 0001976010-25-000003 filed by INSTRUMENTAL 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 99,374 shares
    Change vs previous 13F not available

    7.11% of the 13F portfolio, value $7,514,662.

    13F-HR 0001976010-25-000001 filed by INSTRUMENTAL WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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