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Omnia Family Wealth, LLC: IEFA position timeline

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

Omnia Family Wealth, LLC held 144,092 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,092 shares
    Change vs previous 13F -1,339 shares

    3.73% of the 13F portfolio, value $13,916,405.

    13F-HR 0001951757-26-000959 filed by Omnia Family Wealth, 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 145,431 shares
    Change vs previous 13F -2,962 shares

    4.15% of the 13F portfolio, value $13,165,868.

    13F-HR 0001951757-26-000792 filed by Omnia Family Wealth, 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 148,393 shares
    Change vs previous 13F -495 shares

    3.92% of the 13F portfolio, value $13,275,238.

    13F-HR 0001951757-26-000193 filed by Omnia Family Wealth, 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 148,888 shares
    Change vs previous 13F -3,011 shares

    4.22% of the 13F portfolio, value $12,999,411.

    13F-HR 0001951757-25-001299 filed by Omnia Family Wealth, 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 151,899 shares
    Change vs previous 13F -159 shares

    4.59% of the 13F portfolio, value $12,680,529.

    13F-HR 0001951757-25-000973 filed by Omnia Family Wealth, 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 152,058 shares
    Change vs previous 13F -4,976 shares

    4.81% of the 13F portfolio, value $11,503,188.

    13F-HR 0001951757-25-000438 filed by Omnia Family Wealth, 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/A 157,034 shares
    Change vs previous 13F -1,319 shares

    4.56% of the 13F portfolio, value $11,036,350.

    13F-HR/A 0001951757-25-000276 filed by Omnia Family Wealth, 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 158,353 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $12,359,452.

    13F-HR 0001951757-24-001177 filed by Omnia Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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