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Martel Wealth Advisors LLC: IEFA position timeline

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

Martel Wealth Advisors LLC held 254,771 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 254,771 shares
    Change vs previous 13F -4,489 shares

    3.87% of the 13F portfolio, value $24,605,783.

    13F-HR 0001214659-26-008472 filed by Martel Wealth Advisors 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 259,260 shares
    Change vs previous 13F -9,849 shares

    4% of the 13F portfolio, value $23,470,808.

    13F-HR 0001214659-26-005396 filed by Martel Wealth Advisors 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 269,109 shares
    Change vs previous 13F -4,950 shares

    4.11% of the 13F portfolio, value $24,074,491.

    13F-HR 0001214659-26-000683 filed by Martel Wealth Advisors 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 274,059 shares
    Change vs previous 13F -5,993 shares

    4.19% of the 13F portfolio, value $23,928,091.

    13F-HR 0001214659-25-014927 filed by Martel Wealth Advisors 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 280,052 shares
    Change vs previous 13F -14,062 shares

    4.33% of the 13F portfolio, value $23,378,741.

    13F-HR 0001214659-25-010550 filed by Martel Wealth Advisors 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 294,114 shares
    Change vs previous 13F +10,043 shares

    4.43% of the 13F portfolio, value $22,249,724.

    13F-HR 0001214659-25-005989 filed by Martel Wealth Advisors 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 284,071 shares
    Change vs previous 13F -396 shares

    3.9% of the 13F portfolio, value $19,964,510.

    13F-HR 0001214659-25-000821 filed by Martel Wealth Advisors 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 284,467 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $21,915,338.

    13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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