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Proquility Private Wealth Partners, LLC: IEFA position timeline

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

Proquility Private Wealth Partners, LLC held 266,981 IEFA shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 266,981 shares
    Change vs previous 13F +25,798 shares

    6.22% of the 13F portfolio, value $20,197,113.

    13F-HR 0001172661-25-002154 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 241,183 shares
    Change vs previous 13F +9,707 shares

    5.46% of the 13F portfolio, value $16,950,341.

    13F-HR 0001172661-25-000242 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 231,476 shares
    Change vs previous 13F +1,662 shares

    5.79% of the 13F portfolio, value $18,066,702.

    13F-HR 0001172661-24-004260 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 229,814 shares
    Change vs previous 13F -900 shares

    5.69% of the 13F portfolio, value $16,693,689.

    13F-HR 0001172661-24-003180 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 230,714 shares
    Change vs previous 13F +27,233 shares

    5.86% of the 13F portfolio, value $17,123,593.

    13F-HR 0001172661-24-001995 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 203,481 shares
    Change vs previous 13F -5,179 shares

    5.43% of the 13F portfolio, value $14,314,888.

    13F-HR 0001172661-24-000686 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 208,660 shares
    Change vs previous 13F +729 shares

    5.51% of the 13F portfolio, value $13,427,276.

    13F-HR 0001172661-23-003973 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 207,931 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $14,035,348.

    13F-HR 0001172661-23-003254 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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