Skip to content
Disclosery

Lee, Kelleher & Klein Wealth Management: IEFA position timeline

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

Lee, Kelleher & Klein Wealth Management held 29,491 IEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,491 shares
    Change vs previous 13F +5,574 shares

    1.47% of the 13F portfolio, value $2,857,047.

    13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,917 shares
    Change vs previous 13F +2,923 shares

    1.21% of the 13F portfolio, value $2,309,904.

    13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
    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 20,994 shares
    Change vs previous 13F +2,635 shares

    1.13% of the 13F portfolio, value $1,900,587.

    13F-HR 0002063827-26-000002 filed by Lee, Kelleher & Klein Wealth Management
    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 18,359 shares
    Change vs previous 13F +972 shares

    0.98% of the 13F portfolio, value $1,642,396.

    13F-HR 0002063827-26-000001 filed by Lee, Kelleher & Klein Wealth Management
    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 17,387 shares
    Change vs previous 13F +1,738 shares

    0.94% of the 13F portfolio, value $1,518,059.

    13F-HR 0002063827-25-000004 filed by Lee, Kelleher & Klein Wealth Management
    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 15,649 shares
    Change vs previous 13F +2,874 shares

    0.87% of the 13F portfolio, value $1,306,379.

    13F-HR 0002063827-25-000003 filed by Lee, Kelleher & Klein Wealth Management
    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 12,775 shares
    Change vs previous 13F -1,765 shares

    0.71% of the 13F portfolio, value $966,429.

    13F-HR 0002063827-25-000002 filed by Lee, Kelleher & Klein Wealth Management
    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 14,540 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,021,871.

    13F-HR 0001085146-25-002176 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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