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PHILLIPS FINANCIAL MANAGEMENT, LLC: IEFA position timeline

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

PHILLIPS FINANCIAL MANAGEMENT, LLC held 32,213 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,213 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $3,111,152.

    13F-HR 0001398344-26-013343 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 32,213 shares
    Change vs previous 13F -5,385 shares

    0.21% of the 13F portfolio, value $2,916,262.

    13F-HR 0001398344-26-006583 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 37,598 shares
    Change vs previous 13F -474 shares

    0.22% of the 13F portfolio, value $3,363,536.

    13F-HR 0001398344-26-001240 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 38,072 shares
    Change vs previous 13F -1,821 shares

    0.22% of the 13F portfolio, value $3,324,085.

    13F-HR 0001398344-25-019723 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 39,893 shares
    Change vs previous 13F +2,686 shares

    0.24% of the 13F portfolio, value $3,330,303.

    13F-HR 0001398344-25-014160 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 37,207 shares
    Change vs previous 13F -108 shares

    0.22% of the 13F portfolio, value $2,814,742.

    13F-HR 0001398344-25-008201 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 37,315 shares
    Change vs previous 13F -6,521 shares

    0.21% of the 13F portfolio, value $2,622,528.

    13F-HR 0001398344-25-002272 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 43,836 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,421,400.

    13F-HR 0001398344-24-020182 filed by PHILLIPS FINANCIAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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