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Disclosery

Aveo Capital Partners, LLC: IEF position timeline

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

Aveo Capital Partners, LLC held 0 IEF shares at 2025-06-30 per its 13F-HR filed 2025-08-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -182,855 shares

    13F-HR 0001765380-25-000401 filed by Aveo Capital Partners, LLC
    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 ended2025-03-31
    13F 182,855 shares
    Change vs previous 13F +80,138 shares

    2.89% of the 13F portfolio, value $17,374,836.

    13F-HR 0001765380-25-000216 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 102,717 shares
    Change vs previous 13F -261,519 shares

    1.04% of the 13F portfolio, value $9,496,189.

    13F-HR 0001765380-25-000024 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 364,236 shares
    Change vs previous 13F +242,346 shares

    3.8% of the 13F portfolio, value $35,738,835.

    13F-HR 0001765380-24-000442 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 121,890 shares
    Change vs previous 13F +14,116 shares

    1.29% of the 13F portfolio, value $11,415,017.

    13F-HR 0001765380-24-000259 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 107,774 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $9,964,772.

    13F-HR 0001765380-24-000185 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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