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Disclosery

Altman Advisors, Inc.: IEF position timeline

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

Altman Advisors, Inc. held 0 IEF shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -74,566 shares

    13F-HR 0001731671-26-000002 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2025-12-31
    13F 74,566 shares
    Change vs previous 13F +12,004 shares

    2.7% of the 13F portfolio, value $7,170,267.

    13F-HR 0001731671-26-000001 filed by Altman 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 ended2025-09-30
    13F/A 62,562 shares
    Change vs previous 13F +3,462 shares

    2.31% of the 13F portfolio, value $6,034,731.

    13F-HR/A 0001731671-25-000003 filed by Altman 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 ended2025-06-30
    13F 59,100 shares
    Change vs previous 13F +2,263 shares

    2.3% of the 13F portfolio, value $5,631,639.

    13F-HR 0001085146-25-004680 filed by Altman 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 ended2025-03-31
    13F 56,837 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $5,460,331.

    13F-HR 0001085146-25-002563 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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