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Disclosery

BCM ADVISORS, LLC: IEF position timeline

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

BCM ADVISORS, LLC held 14,322 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,322 shares
    Change vs previous 13F -17,139 shares

    0.26% of the 13F portfolio, value $1,332,376.

    13F-HR 0001373017-26-000007 filed by BCM ADVISORS, LLC
    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 31,461 shares
    Change vs previous 13F -38,250 shares

    0.59% of the 13F portfolio, value $2,969,604.

    13F-HR 0001373017-26-000005 filed by BCM ADVISORS, LLC
    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 69,711 shares
    Change vs previous 13F +3,891 shares

    1.28% of the 13F portfolio, value $6,688,770.

    13F-HR 0001373017-26-000001 filed by BCM ADVISORS, LLC
    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 65,820 shares
    Change vs previous 13F -2,975 shares

    1.29% of the 13F portfolio, value $6,422,716.

    13F-HR 0001373017-25-000011 filed by BCM ADVISORS, LLC
    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 68,795 shares
    Change vs previous 13F +10,333 shares

    1.39% of the 13F portfolio, value $6,545,844.

    13F-HR 0001373017-25-000008 filed by BCM ADVISORS, LLC
    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 58,462 shares
    Change vs previous 13F +28,428 shares

    1.26% of the 13F portfolio, value $5,536,351.

    13F-HR 0001373017-25-000005 filed by BCM ADVISORS, LLC
    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 30,034 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,809,981.

    13F-HR 0001373017-25-000002 filed by BCM ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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