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Disclosery

Beacon Wealthcare LLC: IEF position timeline

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

Beacon Wealthcare LLC held 430,508 IEF shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 430,508 shares
    Change vs previous 13F +10,570 shares

    12.19% of the 13F portfolio, value $38,448,669.

    13F-HR 0001849336-26-000005 filed by Beacon Wealthcare LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 419,938 shares
    Change vs previous 13F +6,950 shares

    12.73% of the 13F portfolio, value $39,713,537.

    13F-HR 0001849336-26-000003 filed by Beacon Wealthcare LLC
    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 412,988 shares
    Change vs previous 13F +7,510 shares

    13.9% of the 13F portfolio, value $39,415,575.

    13F-HR 0001849336-26-000002 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 405,478 shares
    Change vs previous 13F +14,578 shares

    13.39% of the 13F portfolio, value $38,990,764.

    13F-HR 0001849336-26-000001 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 390,900 shares
    Change vs previous 13F +6,536 shares

    13.25% of the 13F portfolio, value $37,706,214.

    13F-HR 0001849336-25-000006 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 384,364 shares
    Change vs previous 13F -2,858 shares

    13.88% of the 13F portfolio, value $36,810,540.

    13F-HR 0001849336-25-000004 filed by Beacon Wealthcare LLC
    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 387,222 shares
    Change vs previous 13F -2,554 shares

    15.02% of the 13F portfolio, value $36,929,362.

    13F-HR 0001849336-25-000002 filed by Beacon Wealthcare LLC
    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 389,776 shares
    Change vs previous 13F not available

    14.62% of the 13F portfolio, value $36,034,791.

    13F-HR 0001849336-25-000001 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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