Skip to content
Disclosery

Schrum Private Wealth Management LLC: IEFA position timeline

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

Schrum Private Wealth Management LLC held 7,214 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,214 shares
    Change vs previous 13F -4,548 shares

    0.59% of the 13F portfolio, value $573,238.

    13F-HR 0001914987-26-000003 filed by Schrum Private Wealth 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 11,762 shares
    Change vs previous 13F +1,212 shares

    0.81% of the 13F portfolio, value $1,064,934.

    13F-HR 0001914987-26-000002 filed by Schrum Private Wealth 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 10,550 shares
    Change vs previous 13F +818 shares

    0.7% of the 13F portfolio, value $943,922.

    13F-HR 0001914987-26-000001 filed by Schrum Private Wealth 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 9,732 shares
    Change vs previous 13F +707 shares

    0.62% of the 13F portfolio, value $849,770.

    13F-HR 0001914987-25-000004 filed by Schrum Private Wealth 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 9,025 shares
    Change vs previous 13F +892 shares

    0.6% of the 13F portfolio, value $753,474.

    13F-HR 0001085146-25-004091 filed by Schrum Private Wealth 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 8,133 shares
    Change vs previous 13F -1,301 shares

    0.54% of the 13F portfolio, value $615,371.

    13F-HR 0001085146-25-002559 filed by Schrum Private Wealth 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 9,434 shares
    Change vs previous 13F -2,392 shares

    0.56% of the 13F portfolio, value $663,055.

    13F-HR 0001085146-25-000871 filed by Schrum Private Wealth 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 11,826 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $922,950.

    13F-HR 0001085146-24-005369 filed by Schrum Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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