Trevian Wealth Management LLC: IEFA position timeline

Trevian Wealth Management LLC held 24,205 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 24,205 shares

   Change vs previous 13F +1,081 shares

   1% of the 13F portfolio, value $2,337,674.

   13F-HR 0001901929-26-000003 filed by Trevian Wealth Management LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 23,124 shares

   Change vs previous 13F +1,332 shares

   1.03% of the 13F portfolio, value $2,093,379.

   13F-HR 0001901929-26-000002 filed by Trevian Wealth Management LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 21,792 shares

   Change vs previous 13F +1,700 shares

   0.93% of the 13F portfolio, value $1,949,494.

   13F-HR 0001901929-26-000001 filed by Trevian Wealth Management LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 20,092 shares

   Change vs previous 13F +2,701 shares

   0.94% of the 13F portfolio, value $1,754,181.

   13F-HR 0001901929-25-000006 filed by Trevian Wealth Management LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 17,391 shares

   Change vs previous 13F not available

   0.89% of the 13F portfolio, value $1,452,000.

   13F-HR 0001901929-25-000004 filed by Trevian Wealth Management LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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