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Private Wealth Asset Management, LLC: IEFA position timeline

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

Private Wealth Asset Management, LLC held 752,944 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 752,944 shares
    Change vs previous 13F +36,261 shares

    7.03% of the 13F portfolio, value $72,964,206.

    13F-HR 0001883006-26-000007 filed by Private Wealth Asset 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 716,683 shares
    Change vs previous 13F +28,962 shares

    6.94% of the 13F portfolio, value $64,881,314.

    13F-HR 0001883006-26-000005 filed by Private Wealth Asset 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 687,721 shares
    Change vs previous 13F +13,161 shares

    6.69% of the 13F portfolio, value $61,523,519.

    13F-HR 0001883006-26-000003 filed by Private Wealth Asset 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 674,560 shares
    Change vs previous 13F +10,242 shares

    6.95% of the 13F portfolio, value $58,895,868.

    13F-HR 0001883006-25-000003 filed by Private Wealth Asset 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 664,318 shares
    Change vs previous 13F +29,012 shares

    7.36% of the 13F portfolio, value $55,457,299.

    13F-HR 0001855205-25-000033 filed by Private Wealth Asset 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 635,306 shares
    Change vs previous 13F not available

    6.91% of the 13F portfolio, value $48,060,890.

    13F-HR 0001855205-25-000031 filed by Private Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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