Skip to content

AAFMAA Wealth Management & Trust LLC: IEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAFMAA Wealth Management & Trust LLC on IEF, newest first. How the timeline and the estimate are built.

AAFMAA Wealth Management & Trust LLC held 210,322 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 210,322 shares
    Change vs previous 13F +19,065 shares

    6.94% of the 13F portfolio, value $19,890,151.

    13F-HR 0001376474-26-000472 filed by AAFMAA Wealth Management & Trust LLC
    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 191,257 shares
    Change vs previous 13F +2,620 shares

    7.08% of the 13F portfolio, value $18,253,568.

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust LLC
    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 188,637 shares
    Change vs previous 13F not available

    7.11% of the 13F portfolio, value $18,139,334.

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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