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Bulltick Wealth Management, LLC: IEF position timeline

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

Bulltick Wealth Management, LLC held 208,026 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 208,026 shares
    Change vs previous 13F +2,594 shares

    4.01% of the 13F portfolio, value $19,672,975.

    13F-HR 0001214659-26-009198 filed by Bulltick Wealth Management, 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 205,432 shares
    Change vs previous 13F +45,938 shares

    4.33% of the 13F portfolio, value $19,606,472.

    13F-HR 0001214659-26-005091 filed by Bulltick 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 ended2025-12-31
    13F 159,494 shares
    Change vs previous 13F +30,185 shares

    3.26% of the 13F portfolio, value $15,336,958.

    13F-HR 0001214659-26-001829 filed by Bulltick 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 ended2025-09-30
    13F 129,309 shares
    Change vs previous 13F -78,711 shares

    2.95% of the 13F portfolio, value $12,463,722.

    13F-HR 0001214659-25-016371 filed by Bulltick 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 ended2025-06-30
    13F 208,020 shares
    Change vs previous 13F +33,951 shares

    4.92% of the 13F portfolio, value $19,922,075.

    13F-HR 0001214659-25-011768 filed by Bulltick 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 ended2025-03-31
    13F 174,069 shares
    Change vs previous 13F -10,169 shares

    4.4% of the 13F portfolio, value $16,600,961.

    13F-HR 0001214659-25-007420 filed by Bulltick 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 ended2024-12-31
    13F 184,238 shares
    Change vs previous 13F +130,039 shares

    4.01% of the 13F portfolio, value $17,032,803.

    13F-HR 0001214659-25-002631 filed by Bulltick 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 ended2024-09-30
    13F 54,199 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $5,318,006.

    13F-HR 0001214659-24-019059 filed by Bulltick Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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