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Disclosery

Peninsula Wealth, LLC: IEMG position timeline

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

Peninsula Wealth, LLC held 121,012 IEMG 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 121,012 shares
    Change vs previous 13F +51,271 shares

    1.08% of the 13F portfolio, value $6,319,270.

    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 69,741 shares
    Change vs previous 13F -2,539 shares

    0.69% of the 13F portfolio, value $3,974,554.

    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 72,280 shares
    Change vs previous 13F -23,518 shares

    0.75% of the 13F portfolio, value $4,032,515.

    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 95,798 shares
    Change vs previous 13F -40,311 shares

    0.99% of the 13F portfolio, value $4,943,179.

    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 136,109 shares
    Change vs previous 13F -3,436 shares

    1.42% of the 13F portfolio, value $6,884,370.

    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 139,545 shares
    Change vs previous 13F +1,537 shares

    1.5% of the 13F portfolio, value $6,424,645.

    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 138,008 shares
    Change vs previous 13F +411 shares

    1.78% of the 13F portfolio, value $6,802,407.

    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 137,597 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $6,713,359.

    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).