Skip to content
Disclosery

Strategies Wealth Advisors, LLC: EFA position timeline

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

Strategies Wealth Advisors, LLC held 194,097 EFA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 194,097 shares
    Change vs previous 13F -3,956 shares

    1.8% of the 13F portfolio, value $20,162,816.

    13F-HR 0001976435-26-000004 filed by Strategies Wealth 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 198,053 shares
    Change vs previous 13F -11,156 shares

    1.93% of the 13F portfolio, value $19,236,856.

    13F-HR 0001976435-26-000003 filed by Strategies Wealth 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 209,209 shares
    Change vs previous 13F -7,080 shares

    2.01% of the 13F portfolio, value $20,090,296.

    13F-HR 0001976435-26-000001 filed by Strategies Wealth 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 216,289 shares
    Change vs previous 13F -8,193 shares

    2.1% of the 13F portfolio, value $20,194,923.

    13F-HR 0000905729-25-000182 filed by Strategies Wealth 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 224,482 shares
    Change vs previous 13F +77,162 shares

    2.19% of the 13F portfolio, value $20,066,464.

    13F-HR 0000905729-25-000134 filed by Strategies Wealth Advisors, 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 147,320 shares
    Change vs previous 13F +266 shares

    1.47% of the 13F portfolio, value $12,040,456.

    13F-HR 0000905729-25-000093 filed by Strategies Wealth Advisors, 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 147,054 shares
    Change vs previous 13F +5,885 shares

    1.47% of the 13F portfolio, value $11,786,410.

    13F-HR 0000905729-25-000031 filed by Strategies Wealth Advisors, 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 141,169 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $11,805,970.

    13F-HR 0001976435-24-000007 filed by Strategies Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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