TFO Wealth Partners, LLC: IEMG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TFO Wealth Partners, LLC on IEMG, newest first. How the timeline and the estimate are built.
TFO Wealth Partners, LLC held 31,177 IEMG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 31,177 sharesChange vs previous 13F -570 shares
0.28% of the 13F portfolio, value $2,582,742.
13F-HR 0001698750-26-000003 filed by TFO Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,747 sharesChange vs previous 13F +3,137 shares
0.3% of the 13F portfolio, value $2,214,386.
13F-HR 0001698750-26-000002 filed by TFO Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,610 sharesChange vs previous 13F +205 shares
0.29% of the 13F portfolio, value $1,923,147.
13F-HR 0001698750-26-000001 filed by TFO Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,405 sharesChange vs previous 13F -19 shares
0.31% of the 13F portfolio, value $1,872,489.
13F-HR 0001698750-25-000005 filed by TFO Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,424 sharesChange vs previous 13F +272 shares
0.3% of the 13F portfolio, value $1,706,322.
13F-HR 0001085146-25-004675 filed by TFO Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 28,152 sharesChange vs previous 13F -266 shares
0.3% of the 13F portfolio, value $1,519,379.
13F-HR 0001085146-25-002752 filed by TFO Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,418 sharesChange vs previous 13F +122 shares
0.7% of the 13F portfolio, value $1,483,989.
13F-HR 0001085146-25-000909 filed by TFO Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 28,296 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $1,624,500.
13F-HR 0001085146-24-005508 filed by TFO Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).