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Disclosery

LWM ADVISORS INC: IEFA position timeline

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

LWM ADVISORS INC held 13,693 IEFA 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 13,693 shares
    Change vs previous 13F +331 shares

    1% of the 13F portfolio, value $1,326,601.

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

  2. period ended2026-06-30
    13F 13,362 shares
    Change vs previous 13F +3,707 shares

    0.96% of the 13F portfolio, value $1,290,526.

    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 9,655 shares
    Change vs previous 13F +6,445 shares

    0.76% of the 13F portfolio, value $874,066.

    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 3,210 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $287,166.

    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).