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Disclosery

Up Capital Management, Inc.: IEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Up Capital Management, Inc. on IEFA, newest first. How the timeline and the estimate are built.

Up Capital Management, Inc. held 75,584 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,584 shares
    Change vs previous 13F +16,226 shares

    5.65% of the 13F portfolio, value $7,299,903.

    13F-HR 0001214659-26-009669 filed by Up Capital Management, Inc.
    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 59,358 shares
    Change vs previous 13F not available

    6.03% of the 13F portfolio, value $5,373,680.

    13F-HR 0001214659-26-004853 filed by Up Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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