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Disclosery

Wela Strategies, Inc.: IEFA position timeline

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

Wela Strategies, Inc. held 266,184 IEFA shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 266,184 shares
    Change vs previous 13F -34,809 shares

    8.81% of the 13F portfolio, value $23,240,492.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 300,993 shares
    Change vs previous 13F +2,193 shares

    9.92% of the 13F portfolio, value $25,126,862.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 298,800 shares
    Change vs previous 13F +12,077 shares

    9.54% of the 13F portfolio, value $22,604,240.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 286,723 shares
    Change vs previous 13F +12,884 shares

    8.69% of the 13F portfolio, value $20,150,933.

    13F-HR 0001062993-25-000723 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 273,839 shares
    Change vs previous 13F +544 shares

    9.32% of the 13F portfolio, value $21,373,169.

    13F-HR 0001062993-24-017762 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 273,295 shares
    Change vs previous 13F +3,287 shares

    9.25% of the 13F portfolio, value $19,852,181.

    13F-HR 0001644329-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 270,008 shares
    Change vs previous 13F +11,965 shares

    9.47% of the 13F portfolio, value $20,039,969.

    13F-HR 0001582732-24-000005 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 258,043 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,815,323.

    13F-HR 0001582732-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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