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BLALOCK WILLIAMS, LLC: IEF position timeline

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

BLALOCK WILLIAMS, LLC held 3,099 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,099 shares
    Change vs previous 13F -1,716 shares

    0.19% of the 13F portfolio, value $293,072.

    13F-HR 0001951757-26-001139 filed by BLALOCK WILLIAMS, 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 4,815 shares
    Change vs previous 13F +388 shares

    0.36% of the 13F portfolio, value $459,544.

    13F-HR 0001951757-26-000866 filed by BLALOCK WILLIAMS, 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 4,427 shares
    Change vs previous 13F -189 shares

    0.34% of the 13F portfolio, value $425,700.

    13F-HR 0001951757-26-000331 filed by BLALOCK WILLIAMS, 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 4,616 shares
    Change vs previous 13F +47 shares

    0.39% of the 13F portfolio, value $445,259.

    13F-HR 0001951757-25-001202 filed by BLALOCK WILLIAMS, 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 4,569 shares
    Change vs previous 13F +71 shares

    0.44% of the 13F portfolio, value $437,573.

    13F-HR 0001951757-25-001271 filed by BLALOCK WILLIAMS, 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 4,498 shares
    Change vs previous 13F +75 shares

    0.48% of the 13F portfolio, value $428,974.

    13F-HR 0001951757-25-001272 filed by BLALOCK WILLIAMS, 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 4,423 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $408,906.

    13F-HR 0001951757-25-001273 filed by BLALOCK WILLIAMS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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