Accurate Wealth Management, LLC: IEF position timeline

Accurate Wealth Management, LLC held 46,805 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 46,805 shares

   Change vs previous 13F +46,805 shares

   0.42% of the 13F portfolio, value $4,382,352.

   13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -137,273 shares

   13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 137,273 shares

   Change vs previous 13F +133,487 shares

   2.45% of the 13F portfolio, value $12,836,398.

   13F-HR 0001754960-25-000190 filed by Accurate Wealth Management, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 3,786 shares

   Change vs previous 13F -997 shares

   0.07% of the 13F portfolio, value $345,775.

   13F-HR 0001754960-25-000019 filed by Accurate Wealth Management, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 4,783 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $460,045.

   13F-HR 0001754960-24-000509 filed by Accurate Wealth Management, LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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