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Ballew Advisors, Inc: IEF position timeline

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

Ballew Advisors, Inc held 65,561 IEF shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 65,561 shares
    Change vs previous 13F +8,663 shares

    2.9% of the 13F portfolio, value $5,838,188.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 56,898 shares
    Change vs previous 13F +1,905 shares

    2.77% of the 13F portfolio, value $5,355,268.

    13F-HR 0001580642-26-004238 filed by Ballew 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 ended2026-03-31
    13F 54,993 shares
    Change vs previous 13F +1,923 shares

    2.96% of the 13F portfolio, value $5,248,008.

    13F-HR 0001580642-26-002441 filed by Ballew 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 ended2025-12-31
    13F 53,070 shares
    Change vs previous 13F +1,738 shares

    2.88% of the 13F portfolio, value $5,110,618.

    13F-HR 0001580642-26-000257 filed by Ballew 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 ended2025-09-30
    13F 51,332 shares
    Change vs previous 13F +3,187 shares

    2.79% of the 13F portfolio, value $4,989,998.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 48,145 shares
    Change vs previous 13F +9,558 shares

    2.71% of the 13F portfolio, value $4,562,235.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 38,587 shares
    Change vs previous 13F +811 shares

    2.42% of the 13F portfolio, value $3,608,265.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 37,776 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $3,444,022.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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