Monterey Private Wealth, Inc.: IEMG position timeline

Monterey Private Wealth, Inc. held 72,668 IEMG shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 72,668 shares

   Change vs previous 13F +2,188 shares

   1.16% of the 13F portfolio, value $3,921,870.

   13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

2. period ended2024-12-31

   13F 70,480 shares

   Change vs previous 13F +6,717 shares

   1.21% of the 13F portfolio, value $3,680,481.

   13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

3. period ended2024-09-30

   13F 63,763 shares

   Change vs previous 13F +6,231 shares

   1.25% of the 13F portfolio, value $3,660,660.

   13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
   Filed 2024-10-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 57,532 shares

   Change vs previous 13F +44,776 shares

   1.15% of the 13F portfolio, value $3,079,663.

   13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
   Filed 2024-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 12,756 shares

   Change vs previous 13F not available

   0.26% of the 13F portfolio, value $658,210.

   13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
   Filed 2024-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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