TOBIAS FINANCIAL ADVISORS, INC.: IEMG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOBIAS FINANCIAL ADVISORS, INC. on IEMG, newest first. How the timeline and the estimate are built.
TOBIAS FINANCIAL ADVISORS, INC. held 404,155 IEMG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.
the latest 13F is the newest step
- period ended2026-06-3013F/A 404,155 sharesChange vs previous 13F +3,312 shares
4.25% of the 13F portfolio, value $33,480,230.
13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 400,843 sharesChange vs previous 13F +3,287 shares
3.89% of the 13F portfolio, value $27,958,804.
13F-HR 0001172661-26-001774 filed by TOBIAS FINANCIAL ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 397,556 sharesChange vs previous 13F +26,689 shares
3.78% of the 13F portfolio, value $26,723,719.
13F-HR 0001172661-26-000762 filed by TOBIAS FINANCIAL ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 370,867 sharesChange vs previous 13F +337,672 shares
3.71% of the 13F portfolio, value $24,447,540.
13F-HR 0001172661-25-004533 filed by TOBIAS FINANCIAL ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 33,195 sharesChange vs previous 13F +1,527 shares
0.34% of the 13F portfolio, value $1,992,684.
13F-HR 0001172661-25-003109 filed by TOBIAS FINANCIAL ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,668 sharesChange vs previous 13F +1,639 shares
0.33% of the 13F portfolio, value $1,709,102.
13F-HR 0001172661-25-002269 filed by TOBIAS FINANCIAL ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 30,029 sharesChange vs previous 13F +22 shares
0.32% of the 13F portfolio, value $1,568,095.
13F-HR 0001172661-25-000818 filed by TOBIAS FINANCIAL ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 30,007 sharesChange vs previous 13F not available
0.35% of the 13F portfolio, value $1,722,714.
13F-HR 0001172661-24-004412 filed by TOBIAS FINANCIAL ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).