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MOTIVE WEALTH ADVISORS: IEMG position timeline

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

MOTIVE WEALTH ADVISORS held 49,760 IEMG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,760 shares
    Change vs previous 13F -1,017 shares

    1.7% of the 13F portfolio, value $4,122,120.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 50,777 shares
    Change vs previous 13F -1,087 shares

    1.66% of the 13F portfolio, value $3,541,696.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 51,864 shares
    Change vs previous 13F -1,256 shares

    1.48% of the 13F portfolio, value $3,486,298.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 53,120 shares
    Change vs previous 13F -275 shares

    1.51% of the 13F portfolio, value $3,501,670.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 53,395 shares
    Change vs previous 13F -1,050 shares

    1.46% of the 13F portfolio, value $3,205,302.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    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 54,445 shares
    Change vs previous 13F +211 shares

    1.57% of the 13F portfolio, value $2,938,397.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    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 54,234 shares
    Change vs previous 13F -581 shares

    1.52% of the 13F portfolio, value $2,832,099.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    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 54,815 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $2,934,247.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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