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Disclosery

Peninsula Wealth, LLC: IEFA position timeline

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

Peninsula Wealth, LLC held 131,446 IEFA shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 131,446 shares
    Change vs previous 13F -1,998 shares

    1.57% of the 13F portfolio, value $9,238,020.

    13F-HR 0001085146-25-001267 filed by Peninsula 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 ended2024-09-30
    13F 133,444 shares
    Change vs previous 13F -3,751 shares

    1.77% of the 13F portfolio, value $10,131,070.

    13F-HR 0001085146-24-005724 filed by Peninsula 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 ended2024-06-30
    13F 137,195 shares
    Change vs previous 13F -18,615 shares

    1.94% of the 13F portfolio, value $10,388,406.

    13F-HR 0001085146-24-003746 filed by Peninsula 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 ended2024-03-31
    13F/A 155,810 shares
    Change vs previous 13F -32,217 shares

    2.31% of the 13F portfolio, value $11,564,200.

    13F-HR/A 0001085146-24-002680 filed by Peninsula 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 ended2023-12-31
    13F 188,027 shares
    Change vs previous 13F +483 shares

    2.73% of the 13F portfolio, value $13,227,734.

    13F-HR 0001085146-24-001393 filed by Peninsula 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 ended2023-09-30
    13F 187,544 shares
    Change vs previous 13F -145 shares

    2.72% of the 13F portfolio, value $11,631,494.

    13F-HR 0001085146-23-004267 filed by Peninsula 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 ended2023-06-30
    13F 187,689 shares
    Change vs previous 13F +1,293 shares

    3.31% of the 13F portfolio, value $12,669,024.

    13F-HR 0001085146-23-003449 filed by Peninsula 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 ended2023-03-31
    13F 186,396 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $12,460,543.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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