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Disclosery

SVB WEALTH LLC: IEFA position timeline

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

SVB WEALTH LLC held 535,683 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 535,683 shares
    Change vs previous 13F +27,298 shares

    3.26% of the 13F portfolio, value $51,736,219.

    13F-HR 0001626116-26-000003 filed by SVB WEALTH 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 508,385 shares
    Change vs previous 13F -25,580 shares

    3.03% of the 13F portfolio, value $46,024,128.

    13F-HR 0001626116-26-000002 filed by SVB WEALTH 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 533,965 shares
    Change vs previous 13F +58,482 shares

    2.82% of the 13F portfolio, value $47,768,540.

    13F-HR 0001626116-26-000001 filed by SVB WEALTH 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 475,483 shares
    Change vs previous 13F -28,750 shares

    2.23% of the 13F portfolio, value $41,514,423.

    13F-HR 0001626116-25-000005 filed by SVB WEALTH 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 504,233 shares
    Change vs previous 13F -232,907 shares

    2.26% of the 13F portfolio, value $42,093,389.

    13F-HR 0001626116-25-000004 filed by SVB WEALTH 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 737,140 shares
    Change vs previous 13F -114,498 shares

    2.29% of the 13F portfolio, value $55,764,654.

    13F-HR 0001626116-25-000003 filed by SVB WEALTH 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 851,638 shares
    Change vs previous 13F +661,049 shares

    1.12% of the 13F portfolio, value $59,853,110.

    13F-HR 0001626116-25-000001 filed by SVB WEALTH 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 190,589 shares
    Change vs previous 13F not available

    12.66% of the 13F portfolio, value $14,875,470.

    13F-HR 0001626116-24-000008 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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