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Disclosery

BridgePort Financial Solutions, LLC: IEF position timeline

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

BridgePort Financial Solutions, LLC held 4,445 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,445 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $420,364.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, 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 4,445 shares
    Change vs previous 13F -3,500 shares

    0.12% of the 13F portfolio, value $424,231.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, 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 7,945 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $763,991.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, 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 7,945 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $766,375.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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