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Disclosery

LWM ADVISORS INC: EFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LWM ADVISORS INC on EFA, newest first. How the timeline and the estimate are built.

LWM ADVISORS INC held 140,023 EFA 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 140,023 shares
    Change vs previous 13F +223 shares

    10.98% of the 13F portfolio, value $14,546,995.

    13F-HR 0002085853-26-001113 filed by LWM ADVISORS INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 139,800 shares
    Change vs previous 13F -870 shares

    10.83% of the 13F portfolio, value $14,522,423.

    13F-HR 0002085853-26-000680 filed by LWM ADVISORS INC
    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 140,670 shares
    Change vs previous 13F -1,699 shares

    11.85% of the 13F portfolio, value $13,663,279.

    13F-HR 0002085853-26-000343 filed by LWM ADVISORS INC
    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 142,369 shares
    Change vs previous 13F -532 shares

    12.02% of the 13F portfolio, value $13,671,696.

    13F-HR 0002085853-26-000024 filed by LWM ADVISORS INC
    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 142,901 shares
    Change vs previous 13F -247 shares

    11.98% of the 13F portfolio, value $13,342,670.

    13F-HR 0002085853-25-000014 filed by LWM ADVISORS INC
    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 143,148 shares
    Change vs previous 13F +498 shares

    12.31% of the 13F portfolio, value $12,795,997.

    13F-HR 0001667731-25-000739 filed by LWM ADVISORS INC
    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 142,650 shares
    Change vs previous 13F -2,239 shares

    12.61% of the 13F portfolio, value $12,263,627.

    13F-HR 0001667731-25-000622 filed by LWM ADVISORS INC
    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 144,889 shares
    Change vs previous 13F not available

    11% of the 13F portfolio, value $10,955,057.

    13F-HR 0001667731-25-000618 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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