Skip to content
Disclosery

Avalon Advisory Group: IEF position timeline

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

Avalon Advisory Group held 931,110 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 931,110 shares
    Change vs previous 13F +6,095 shares

    32.52% of the 13F portfolio, value $88,055,045.

    13F-HR 0001802119-26-000003 filed by Avalon Advisory Group
    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 925,015 shares
    Change vs previous 13F +36,996 shares

    35.62% of the 13F portfolio, value $88,283,472.

    13F-HR 0001802119-26-000002 filed by Avalon Advisory Group
    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 888,019 shares
    Change vs previous 13F +53,050 shares

    34.84% of the 13F portfolio, value $85,391,948.

    13F-HR 0001802119-26-000001 filed by Avalon Advisory Group
    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 834,969 shares
    Change vs previous 13F +12,380 shares

    32.65% of the 13F portfolio, value $80,541,150.

    13F-HR 0001802119-25-000004 filed by Avalon Advisory Group
    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 822,589 shares
    Change vs previous 13F +33,892 shares

    33.84% of the 13F portfolio, value $78,779,389.

    13F-HR 0001172661-25-002583 filed by Avalon Advisory Group
    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 788,697 shares
    Change vs previous 13F -7,335 shares

    35.44% of the 13F portfolio, value $75,218,073.

    13F-HR 0001172661-25-001858 filed by Avalon Advisory Group
    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 796,032 shares
    Change vs previous 13F +26,183 shares

    33.6% of the 13F portfolio, value $73,593,197.

    13F-HR 0001172661-25-000197 filed by Avalon Advisory Group
    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 769,849 shares
    Change vs previous 13F not available

    34.24% of the 13F portfolio, value $75,537,566.

    13F-HR 0001172661-24-004842 filed by Avalon Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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