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OAKWOOD CAPITAL MANAGEMENT LLC/CA: IEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OAKWOOD CAPITAL MANAGEMENT LLC/CA on IEFA, newest first. How the timeline and the estimate are built.

OAKWOOD CAPITAL MANAGEMENT LLC/CA held 2,703 IEFA shares at 2021-06-30 per its 13F-HR filed 2021-07-22.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 2,703 shares
    Change vs previous 13F +2,703 shares

    0.05% of the 13F portfolio, value $202,000.

    13F-HR 0001077148-21-000006 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 0 shares
    Change vs previous 13F -6,550 shares

    13F-HR 0001077148-21-000004 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2020-12-31
    13F 6,550 shares
    Change vs previous 13F -246 shares

    0.14% of the 13F portfolio, value $453,000.

    13F-HR 0001077148-21-000002 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 6,796 shares
    Change vs previous 13F +2,379 shares

    0.15% of the 13F portfolio, value $410,000.

    13F-HR 0001077148-20-000008 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 4,417 shares
    Change vs previous 13F +4,417 shares

    0.11% of the 13F portfolio, value $253,000.

    13F-HR 0001077148-20-000006 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 0 shares
    Change vs previous 13F -3,091 shares

    13F-HR 0001077148-20-000004 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2019-12-31
    13F 3,091 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $202,000.

    13F-HR 0001077148-20-000002 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

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