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Liquid Strategies, LLC: IEFA position timeline

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

Liquid Strategies, LLC held 347,344 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 347,344 shares
    Change vs previous 13F +55,069 shares

    4.58% of the 13F portfolio, value $33,546,484.

    13F-HR 0001062993-26-003871 filed by Liquid Strategies, 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 292,275 shares
    Change vs previous 13F +30,626 shares

    5.68% of the 13F portfolio, value $26,459,656.

    13F-HR 0001062993-26-002261 filed by Liquid Strategies, 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 261,649 shares
    Change vs previous 13F +15,702 shares

    5.1% of the 13F portfolio, value $23,407,120.

    13F-HR 0001062993-26-000446 filed by Liquid Strategies, 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 245,947 shares
    Change vs previous 13F +45,355 shares

    4.42% of the 13F portfolio, value $21,473,633.

    13F-HR 0001062993-25-016284 filed by Liquid Strategies, 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 200,592 shares
    Change vs previous 13F +37,553 shares

    3.66% of the 13F portfolio, value $16,745,420.

    13F-HR 0001062993-25-013225 filed by Liquid Strategies, 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 163,039 shares
    Change vs previous 13F -11,301 shares

    2.32% of the 13F portfolio, value $12,333,900.

    13F-HR 0001062993-25-007704 filed by Liquid Strategies, 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 174,340 shares
    Change vs previous 13F -24,482 shares

    2.52% of the 13F portfolio, value $12,252,615.

    13F-HR 0001062993-25-000924 filed by Liquid Strategies, 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 198,822 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $15,518,000.

    13F-HR 0001062993-24-017663 filed by Liquid Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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