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SECURED RETIREMENT ADVISORS, LLC: IEFA position timeline

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

SECURED RETIREMENT ADVISORS, LLC held 22,396 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,396 shares
    Change vs previous 13F -3,423 shares

    1.11% of the 13F portfolio, value $2,163,036.

    13F-HR 0002012356-26-000004 filed by SECURED RETIREMENT ADVISORS, 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 25,819 shares
    Change vs previous 13F -712 shares

    1.32% of the 13F portfolio, value $2,337,371.

    13F-HR 0002012356-26-000003 filed by SECURED RETIREMENT ADVISORS, 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 26,531 shares
    Change vs previous 13F -2,570 shares

    1.33% of the 13F portfolio, value $2,373,441.

    13F-HR 0002012356-26-000001 filed by SECURED RETIREMENT ADVISORS, 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 29,101 shares
    Change vs previous 13F -157 shares

    1.42% of the 13F portfolio, value $2,540,808.

    13F-HR 0002012356-25-000003 filed by SECURED RETIREMENT ADVISORS, 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 29,258 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $2,442,458.

    13F-HR 0001085146-25-004057 filed by SECURED RETIREMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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