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Disclosery

THEORY FINANCIAL LLC: IEMG position timeline

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

THEORY FINANCIAL LLC held 10,908 IEMG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,908 shares
    Change vs previous 13F +13 shares

    0.28% of the 13F portfolio, value $903,619.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 10,895 shares
    Change vs previous 13F -38,929 shares

    0.27% of the 13F portfolio, value $759,926.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 49,824 shares
    Change vs previous 13F +858 shares

    1.22% of the 13F portfolio, value $3,617,218.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 48,966 shares
    Change vs previous 13F -4,837 shares

    1.17% of the 13F portfolio, value $3,319,870.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL 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 53,803 shares
    Change vs previous 13F +25,913 shares

    1.23% of the 13F portfolio, value $3,245,913.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL 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 27,890 shares
    Change vs previous 13F +12,583 shares

    0.63% of the 13F portfolio, value $1,505,223.

    13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL 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 15,307 shares
    Change vs previous 13F +1,526 shares

    0.33% of the 13F portfolio, value $799,332.

    13F-HR 0001085146-25-000715 filed by THEORY FINANCIAL 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 13,781 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $766,499.

    13F-HR 0001085146-24-005400 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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