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Disclosery

Spectrum Wealth Counsel, LLC: IEFA position timeline

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

Spectrum Wealth Counsel, LLC held 179,371 IEFA shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 179,371 shares
    Change vs previous 13F +163,299 shares

    1.63% of the 13F portfolio, value $13,569,417.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, 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 16,072 shares
    Change vs previous 13F -37,552 shares

    0.13% of the 13F portfolio, value $1,129,541.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, 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 53,624 shares
    Change vs previous 13F -11,248 shares

    0.49% of the 13F portfolio, value $4,185,368.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, 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 64,872 shares
    Change vs previous 13F +15,976 shares

    0.6% of the 13F portfolio, value $4,712,316.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, 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 48,896 shares
    Change vs previous 13F +9,738 shares

    0.44% of the 13F portfolio, value $3,629,091.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, 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 39,158 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,754,794.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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