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Disclosery

Benchmark Financial, LLC: IEF position timeline

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

Benchmark Financial, LLC held 73,813 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,813 shares
    Change vs previous 13F +1,039 shares

    5.69% of the 13F portfolio, value $6,980,509.

    13F-HR 0001754960-26-000590 filed by Benchmark Financial, 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 72,774 shares
    Change vs previous 13F +11,758 shares

    6.23% of the 13F portfolio, value $6,945,564.

    13F-HR 0001754960-26-000296 filed by Benchmark Financial, 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 61,016 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $5,867,312.

    13F-HR 0001754960-26-000128 filed by Benchmark Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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