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Disclosery

Partners in Financial Planning: EFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Partners in Financial Planning on EFA, newest first. How the timeline and the estimate are built.

Partners in Financial Planning held 9,845 EFA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,845 shares
    Change vs previous 13F -1,338 shares

    0.16% of the 13F portfolio, value $1,022,730.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 11,183 shares
    Change vs previous 13F -476 shares

    0.18% of the 13F portfolio, value $1,086,169.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 11,659 shares
    Change vs previous 13F +49 shares

    0.19% of the 13F portfolio, value $1,119,579.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 11,610 shares
    Change vs previous 13F +550 shares

    0.19% of the 13F portfolio, value $1,084,053.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 11,060 shares
    Change vs previous 13F +34 shares

    0.18% of the 13F portfolio, value $988,680.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 11,026 shares
    Change vs previous 13F -140 shares

    0.18% of the 13F portfolio, value $901,146.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 11,166 shares
    Change vs previous 13F +27 shares

    0.17% of the 13F portfolio, value $844,253.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 11,139 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $931,520.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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