LIBERTY WEALTH MANAGEMENT LLC: IEFA position timeline

LIBERTY WEALTH MANAGEMENT LLC held 55,442 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 55,442 shares

   Change vs previous 13F 0 shares

   0.63% of the 13F portfolio, value $5,027,941.

   13F-HR 0001769302-26-000003 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2026-08-06 (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 55,442 shares

   Change vs previous 13F -4,273 shares

   0.63% of the 13F portfolio, value $5,027,941.

   13F-HR 0001769302-26-000002 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2026-05-12 (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 59,715 shares

   Change vs previous 13F -1,983 shares

   0.69% of the 13F portfolio, value $5,342,088.

   13F-HR 0001769302-26-000001 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2026-02-04 (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 ended2025-09-30

   13F 61,698 shares

   Change vs previous 13F -3,205 shares

   0.76% of the 13F portfolio, value $5,386,875.

   13F-HR 0001769302-25-000008 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 64,903 shares

   Change vs previous 13F -5,216 shares

   0.85% of the 13F portfolio, value $5,418,028.

   13F-HR 0001769302-25-000006 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-08-01 (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).

6. period ended2025-03-31

   13F/A 70,119 shares

   Change vs previous 13F -103,782 shares

   1.01% of the 13F portfolio, value $5,304,441.

   13F-HR/A 0001769302-25-000005 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-05-12 (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).

7. period ended2024-12-31

   13F 173,901 shares

   Change vs previous 13F +55,054 shares

   2.04% of the 13F portfolio, value $12,221,894.

   13F-HR 0001769302-25-000001 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 118,847 shares

   Change vs previous 13F not available

   1.58% of the 13F portfolio, value $9,276,000.

   13F-HR 0001769302-24-000005 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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