Skip to content
Disclosery

Waterloo Capital, L.P.: IEFA position timeline

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

Waterloo Capital, L.P. held 97,062 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,062 shares
    Change vs previous 13F -7,437 shares

    0.53% of the 13F portfolio, value $9,374,268.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 104,499 shares
    Change vs previous 13F -12,986 shares

    0.66% of the 13F portfolio, value $9,460,310.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 117,485 shares
    Change vs previous 13F -150,945 shares

    0.76% of the 13F portfolio, value $10,510,201.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 268,430 shares
    Change vs previous 13F +6,936 shares

    1.74% of the 13F portfolio, value $23,436,628.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 261,494 shares
    Change vs previous 13F +29,635 shares

    1.76% of the 13F portfolio, value $21,829,548.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 231,859 shares
    Change vs previous 13F +65,886 shares

    1.63% of the 13F portfolio, value $17,540,098.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 165,973 shares
    Change vs previous 13F +10,865 shares

    1.23% of the 13F portfolio, value $11,664,555.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 155,108 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $12,106,171.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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