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SWEENEY & MICHEL, LLC: IEMG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWEENEY & MICHEL, LLC on IEMG, newest first. How the timeline and the estimate are built.

SWEENEY & MICHEL, LLC held 48,407 IEMG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,407 shares
    Change vs previous 13F +245 shares

    1.02% of the 13F portfolio, value $3,872,039.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 48,162 shares
    Change vs previous 13F -1,039 shares

    1.06% of the 13F portfolio, value $3,609,273.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 49,201 shares
    Change vs previous 13F -540 shares

    1.1% of the 13F portfolio, value $3,714,155.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 49,741 shares
    Change vs previous 13F -54,207 shares

    1.07% of the 13F portfolio, value $3,194,347.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 103,948 shares
    Change vs previous 13F +456 shares

    2.22% of the 13F portfolio, value $6,243,131.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 103,492 shares
    Change vs previous 13F +3,731 shares

    2.16% of the 13F portfolio, value $4,940,695.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 99,761 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $5,718,275.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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