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BENNINGFIELD FINANCIAL ADVISORS, LLC: IEF position timeline

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

BENNINGFIELD FINANCIAL ADVISORS, LLC held 213,887 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 213,887 shares
    Change vs previous 13F +6,530 shares

    14.98% of the 13F portfolio, value $20,227,307.

    13F-HR 0002053653-26-000005 filed by BENNINGFIELD FINANCIAL 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 207,357 shares
    Change vs previous 13F +12,932 shares

    15.62% of the 13F portfolio, value $19,790,143.

    13F-HR 0002053653-26-000003 filed by BENNINGFIELD FINANCIAL 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 194,425 shares
    Change vs previous 13F +7,569 shares

    14.63% of the 13F portfolio, value $18,695,878.

    13F-HR 0002053653-26-000001 filed by BENNINGFIELD FINANCIAL 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 186,856 shares
    Change vs previous 13F +10,749 shares

    14.22% of the 13F portfolio, value $18,024,158.

    13F-HR 0002053653-25-000002 filed by BENNINGFIELD FINANCIAL 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 176,107 shares
    Change vs previous 13F +2,683 shares

    14.56% of the 13F portfolio, value $16,865,802.

    13F-HR 0001085146-25-004507 filed by BENNINGFIELD FINANCIAL 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 173,424 shares
    Change vs previous 13F +12,129 shares

    15.89% of the 13F portfolio, value $16,539,490.

    13F-HR 0001085146-25-002645 filed by BENNINGFIELD FINANCIAL 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 161,295 shares
    Change vs previous 13F not available

    14.59% of the 13F portfolio, value $14,911,761.

    13F-HR 0001085146-25-000725 filed by BENNINGFIELD FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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