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Litman Gregory Wealth Management LLC: IEFA position timeline

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

Litman Gregory Wealth Management LLC held 29,006 IEFA shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 29,006 shares
    Change vs previous 13F -962 shares

    0.19% of the 13F portfolio, value $2,594,877.

    13F-HR 0001214659-26-001595 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 29,968 shares
    Change vs previous 13F -35 shares

    0.19% of the 13F portfolio, value $2,616,507.

    13F-HR 0001214659-25-014997 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 30,003 shares
    Change vs previous 13F -3,014 shares

    0.2% of the 13F portfolio, value $2,504,651.

    13F-HR 0001214659-25-010805 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 33,017 shares
    Change vs previous 13F -524 shares

    0.21% of the 13F portfolio, value $2,497,737.

    13F-HR 0001214659-25-006850 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 33,541 shares
    Change vs previous 13F -570 shares

    0.2% of the 13F portfolio, value $2,357,262.

    13F-HR 0001214659-25-001263 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 34,111 shares
    Change vs previous 13F +4,657 shares

    0.22% of the 13F portfolio, value $2,662,364.

    13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 29,454 shares
    Change vs previous 13F +149 shares

    0.19% of the 13F portfolio, value $2,139,539.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 29,305 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,175,018.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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