Skip to content
Disclosery

Wade Financial Advisory, Inc: IEFA position timeline

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

Wade Financial Advisory, Inc held 98,489 IEFA shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 98,489 shares
    Change vs previous 13F +161 shares

    2.55% of the 13F portfolio, value $7,450,693.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 98,328 shares
    Change vs previous 13F +4,149 shares

    2.34% of the 13F portfolio, value $6,910,492.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 94,179 shares
    Change vs previous 13F +3,699 shares

    2.47% of the 13F portfolio, value $7,350,671.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 90,480 shares
    Change vs previous 13F -2,075 shares

    2.37% of the 13F portfolio, value $6,572,467.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 92,555 shares
    Change vs previous 13F -2,484 shares

    2.5% of the 13F portfolio, value $6,869,432.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 95,039 shares
    Change vs previous 13F +6,248 shares

    2.53% of the 13F portfolio, value $6,685,994.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 88,791 shares
    Change vs previous 13F +629 shares

    2.45% of the 13F portfolio, value $5,713,710.

    13F-HR 0001085146-23-003690 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 88,162 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $5,950,945.

    13F-HR 0001085146-23-003207 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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