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Disclosery

Advance Capital Management, Inc.: IEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advance Capital Management, Inc. on IEF, newest first. How the timeline and the estimate are built.

Advance Capital Management, Inc. held 7,876 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,876 shares
    Change vs previous 13F -895 shares

    0.02% of the 13F portfolio, value $744,792.

    13F-HR 0002085853-26-000991 filed by Advance Capital Management, 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 8,771 shares
    Change vs previous 13F -1,662 shares

    0.03% of the 13F portfolio, value $837,148.

    13F-HR 0002085853-26-000517 filed by Advance Capital Management, 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 10,433 shares
    Change vs previous 13F -1,034 shares

    0.04% of the 13F portfolio, value $1,003,263.

    13F-HR 0001536029-26-000001 filed by Advance Capital Management, 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 11,467 shares
    Change vs previous 13F -2,628 shares

    0.05% of the 13F portfolio, value $1,106,149.

    13F-HR 0001536029-25-000006 filed by Advance Capital Management, 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 14,095 shares
    Change vs previous 13F -2,079 shares

    0.06% of the 13F portfolio, value $1,349,857.

    13F-HR 0001536029-25-000004 filed by Advance Capital Management, 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 16,174 shares
    Change vs previous 13F -1,901 shares

    0.07% of the 13F portfolio, value $1,542,544.

    13F-HR 0001536029-25-000003 filed by Advance Capital Management, 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 18,075 shares
    Change vs previous 13F -7,873 shares

    0.08% of the 13F portfolio, value $1,671,047.

    13F-HR 0001536029-25-000001 filed by Advance Capital Management, 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 25,948 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,546,029.

    13F-HR 0001536029-24-000006 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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