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Sunbeam Capital Management, LLC: IEFA position timeline

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

Sunbeam Capital Management, LLC held 87,874 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,874 shares
    Change vs previous 13F +25,801 shares

    3.88% of the 13F portfolio, value $8,486,907.

    13F-HR 0001951757-26-001011 filed by Sunbeam Capital 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 62,073 shares
    Change vs previous 13F 0 shares

    3.22% of the 13F portfolio, value $5,619,469.

    13F-HR 0001951757-26-000624 filed by Sunbeam Capital 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 62,073 shares
    Change vs previous 13F +19,969 shares

    3.29% of the 13F portfolio, value $5,553,051.

    13F-HR 0001951757-26-000434 filed by Sunbeam Capital 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 42,104 shares
    Change vs previous 13F +9,108 shares

    2.28% of the 13F portfolio, value $3,676,100.

    13F-HR 0001951757-25-001203 filed by Sunbeam Capital 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 32,996 shares
    Change vs previous 13F +25,808 shares

    2.09% of the 13F portfolio, value $2,754,506.

    13F-HR 0001951757-25-000932 filed by Sunbeam Capital 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 7,188 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $543,772.

    13F-HR 0001951757-25-000518 filed by Sunbeam Capital 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/A 7,188 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $505,173.

    13F-HR/A 0001951757-25-000274 filed by Sunbeam Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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