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Disclosery

Wade Financial Advisory, Inc: IEMG position timeline

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

Wade Financial Advisory, Inc held 29,958 IEMG 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 29,958 shares
    Change vs previous 13F +1,608 shares

    0.55% of the 13F portfolio, value $1,616,833.

    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 28,350 shares
    Change vs previous 13F -171 shares

    0.5% of the 13F portfolio, value $1,480,437.

    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 28,521 shares
    Change vs previous 13F -673 shares

    0.55% of the 13F portfolio, value $1,637,391.

    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 29,194 shares
    Change vs previous 13F -3,859 shares

    0.56% of the 13F portfolio, value $1,562,755.

    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 33,053 shares
    Change vs previous 13F -13,097 shares

    0.62% of the 13F portfolio, value $1,705,535.

    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 46,150 shares
    Change vs previous 13F +1,223 shares

    0.88% of the 13F portfolio, value $2,334,267.

    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 44,927 shares
    Change vs previous 13F -74 shares

    0.92% of the 13F portfolio, value $2,138,076.

    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 45,001 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,218,099.

    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).