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Biltmore Wealth Management, LLC: IEF position timeline

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

Biltmore Wealth Management, LLC held 35,414 IEF shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,414 shares
    Change vs previous 13F +4,064 shares

    0.98% of the 13F portfolio, value $3,162,838.

    13F-HR 0001085146-26-000865 filed by Biltmore Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,350 shares
    Change vs previous 13F +11,792 shares

    0.93% of the 13F portfolio, value $2,964,796.

    13F-HR 0001598102-26-000003 filed by Biltmore Wealth Management, 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 19,558 shares
    Change vs previous 13F +569 shares

    0.66% of the 13F portfolio, value $1,866,645.

    13F-HR 0001598102-26-000002 filed by Biltmore Wealth Management, 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 18,989 shares
    Change vs previous 13F +363 shares

    0.69% of the 13F portfolio, value $1,826,030.

    13F-HR 0001598102-26-000001 filed by Biltmore Wealth Management, 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 18,626 shares
    Change vs previous 13F -440 shares

    0.69% of the 13F portfolio, value $1,796,634.

    13F-HR 0001598102-25-000002 filed by Biltmore Wealth Management, 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 19,066 shares
    Change vs previous 13F +233 shares

    0.74% of the 13F portfolio, value $1,825,943.

    13F-HR 0001085146-25-003687 filed by Biltmore Wealth Management, 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 18,833 shares
    Change vs previous 13F +187 shares

    0.76% of the 13F portfolio, value $1,796,147.

    13F-HR 0001085146-25-002130 filed by Biltmore Wealth Management, 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 18,646 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,723,818.

    13F-HR 0001085146-25-000166 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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