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New Perspectives, Inc: IEFA position timeline

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

New Perspectives, Inc held 342,517 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 342,517 shares
    Change vs previous 13F +15,298 shares

    10.15% of the 13F portfolio, value $33,080,292.

    13F-HR 0001909565-26-000005 filed by New Perspectives, Inc
    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 327,219 shares
    Change vs previous 13F +11,700 shares

    10.26% of the 13F portfolio, value $29,623,136.

    13F-HR 0001909565-26-000004 filed by New Perspectives, Inc
    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 315,519 shares
    Change vs previous 13F +6,780 shares

    9.79% of the 13F portfolio, value $28,226,330.

    13F-HR 0001909565-26-000001 filed by New Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 308,739 shares
    Change vs previous 13F +2,885 shares

    12.07% of the 13F portfolio, value $26,956,002.

    13F-HR 0001909565-25-000006 filed by New Perspectives, Inc
    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 305,854 shares
    Change vs previous 13F +5,406 shares

    12.63% of the 13F portfolio, value $25,532,692.

    13F-HR 0001909565-25-000005 filed by New Perspectives, Inc
    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 300,448 shares
    Change vs previous 13F -21,878 shares

    12.13% of the 13F portfolio, value $22,728,891.

    13F-HR 0001909565-25-000004 filed by New Perspectives, Inc
    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 322,326 shares
    Change vs previous 13F +7,019 shares

    12.14% of the 13F portfolio, value $22,653,071.

    13F-HR 0001909565-25-000001 filed by New Perspectives, Inc
    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 315,307 shares
    Change vs previous 13F not available

    13.11% of the 13F portfolio, value $24,609,711.

    13F-HR 0001909565-24-000003 filed by New Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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