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William Howard & Co Financial Advisors Inc: IEFA position timeline

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

William Howard & Co Financial Advisors Inc held 56,013 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,013 shares
    Change vs previous 13F +279 shares

    4.21% of the 13F portfolio, value $5,409,780.

    13F-HR 0002063364-26-000188 filed by William Howard & Co Financial Advisors 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 55,734 shares
    Change vs previous 13F -322 shares

    4.36% of the 13F portfolio, value $5,045,530.

    13F-HR 0002063364-26-000138 filed by William Howard & Co Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 56,056 shares
    Change vs previous 13F +964 shares

    4.23% of the 13F portfolio, value $5,014,702.

    13F-HR 0002063364-26-000012 filed by William Howard & Co Financial Advisors Inc
    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 55,092 shares
    Change vs previous 13F -240 shares

    4.09% of the 13F portfolio, value $4,810,085.

    13F-HR 0002063364-25-000242 filed by William Howard & Co Financial Advisors Inc
    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 55,332 shares
    Change vs previous 13F -1,032 shares

    4.03% of the 13F portfolio, value $4,619,119.

    13F-HR 0002063364-25-000115 filed by William Howard & Co Financial Advisors Inc
    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 56,364 shares
    Change vs previous 13F -2,642 shares

    4% of the 13F portfolio, value $4,263,932.

    13F-HR 0002063364-25-000037 filed by William Howard & Co Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 59,006 shares
    Change vs previous 13F +6,788 shares

    3.75% of the 13F portfolio, value $4,147,000.

    13F-HR 0002011188-25-000004 filed by William Howard & Co Financial Advisors Inc
    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 52,218 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $4,075,000.

    13F-HR 0002023493-24-000008 filed by William Howard & Co Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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