Skip to content
Disclosery

TRUE Private Wealth Advisors: IEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUE Private Wealth Advisors on IEFA, newest first. How the timeline and the estimate are built.

TRUE Private Wealth Advisors held 56,020 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,020 shares
    Change vs previous 13F -7,015 shares

    0.47% of the 13F portfolio, value $5,410,370.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 63,035 shares
    Change vs previous 13F +22,325 shares

    0.54% of the 13F portfolio, value $5,706,596.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 40,710 shares
    Change vs previous 13F -20 shares

    0.36% of the 13F portfolio, value $3,641,953.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 40,730 shares
    Change vs previous 13F +1,071 shares

    0.36% of the 13F portfolio, value $3,556,212.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 39,659 shares
    Change vs previous 13F -1,132 shares

    0.37% of the 13F portfolio, value $3,310,730.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 40,791 shares
    Change vs previous 13F -21,218 shares

    0.37% of the 13F portfolio, value $3,085,811.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 62,009 shares
    Change vs previous 13F +678 shares

    0.53% of the 13F portfolio, value $4,358,057.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 61,331 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,786,926.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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