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Martel Wealth Advisors LLC: IEMG position timeline

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

Martel Wealth Advisors LLC held 127,681 IEMG 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 127,681 shares
    Change vs previous 13F -9,326 shares

    1.66% of the 13F portfolio, value $10,577,064.

    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 137,007 shares
    Change vs previous 13F -8,879 shares

    1.63% of the 13F portfolio, value $9,556,213.

    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 145,886 shares
    Change vs previous 13F -7,836 shares

    1.67% of the 13F portfolio, value $9,806,433.

    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 153,722 shares
    Change vs previous 13F -6,484 shares

    1.78% of the 13F portfolio, value $10,133,330.

    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 160,206 shares
    Change vs previous 13F -3,519 shares

    1.78% of the 13F portfolio, value $9,617,144.

    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 163,725 shares
    Change vs previous 13F +5,918 shares

    1.76% of the 13F portfolio, value $8,836,219.

    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 157,807 shares
    Change vs previous 13F +1,082 shares

    1.61% of the 13F portfolio, value $8,240,663.

    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 156,725 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $9,173,093.

    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).