Skip to content
Disclosery

LPWM LLC: IEFA position timeline

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

LPWM LLC held 226,644 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,644 shares
    Change vs previous 13F +12,649 shares

    4.86% of the 13F portfolio, value $21,889,312.

    13F-HR 0001951757-26-001044 filed by LPWM 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 213,995 shares
    Change vs previous 13F +17,803 shares

    4.89% of the 13F portfolio, value $19,372,948.

    13F-HR 0001951757-26-000557 filed by LPWM 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 196,192 shares
    Change vs previous 13F +5,031 shares

    4.43% of the 13F portfolio, value $17,551,318.

    13F-HR 0001951757-26-000010 filed by LPWM 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 191,161 shares
    Change vs previous 13F +6,521 shares

    4.45% of the 13F portfolio, value $16,690,301.

    13F-HR 0001951757-25-001174 filed by LPWM 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 184,640 shares
    Change vs previous 13F -8,431 shares

    4.5% of the 13F portfolio, value $15,413,780.

    13F-HR 0001951757-25-000587 filed by LPWM 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 193,071 shares
    Change vs previous 13F +3,868 shares

    4.7% of the 13F portfolio, value $14,605,851.

    13F-HR 0001951757-25-000345 filed by LPWM 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 189,203 shares
    Change vs previous 13F +30,580 shares

    4.27% of the 13F portfolio, value $13,297,215.

    13F-HR 0001951757-25-000018 filed by LPWM 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 158,623 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $12,134,690.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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