Skip to content
Disclosery

SHELTON WEALTH MANAGEMENT, LLC: IEFA position timeline

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

SHELTON WEALTH MANAGEMENT, LLC held 16,375 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,375 shares
    Change vs previous 13F +374 shares

    0.63% of the 13F portfolio, value $1,581,490.

    13F-HR 0001725547-26-000222 filed by SHELTON 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 16,001 shares
    Change vs previous 13F -1,333 shares

    0.64% of the 13F portfolio, value $1,448,530.

    13F-HR 0001725547-26-000164 filed by SHELTON 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 17,334 shares
    Change vs previous 13F -235 shares

    0.68% of the 13F portfolio, value $1,550,660.

    13F-HR 0001725547-26-000054 filed by SHELTON 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 17,569 shares
    Change vs previous 13F -126 shares

    0.71% of the 13F portfolio, value $1,533,984.

    13F-HR 0001725547-25-004105 filed by SHELTON 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 17,695 shares
    Change vs previous 13F -2,059 shares

    0.74% of the 13F portfolio, value $1,477,212.

    13F-HR 0001725547-25-003405 filed by SHELTON 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 19,754 shares
    Change vs previous 13F -99 shares

    0.85% of the 13F portfolio, value $1,494,425.

    13F-HR 0001725547-25-001425 filed by SHELTON 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 19,853 shares
    Change vs previous 13F -2,647 shares

    0.76% of the 13F portfolio, value $1,395,302.

    13F-HR 0001725547-25-000125 filed by SHELTON 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 22,500 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,756,108.

    13F-HR 0001725547-24-005961 filed by SHELTON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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