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Disclosery

Partners in Financial Planning: IEFA position timeline

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

Partners in Financial Planning held 9,267 IEFA 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 9,267 shares
    Change vs previous 13F +211 shares

    0.14% of the 13F portfolio, value $894,991.

    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 9,056 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $819,831.

    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 9,056 shares
    Change vs previous 13F +163 shares

    0.14% of the 13F portfolio, value $810,141.

    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 8,893 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $776,425.

    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 8,893 shares
    Change vs previous 13F +116 shares

    0.14% of the 13F portfolio, value $742,365.

    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 8,777 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $663,976.

    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 8,777 shares
    Change vs previous 13F +1,831 shares

    0.13% of the 13F portfolio, value $616,844.

    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 6,946 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $542,120.

    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).