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Certus Wealth Management, LLC: IEF position timeline

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

Certus Wealth Management, LLC held 17,308 IEF shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 17,308 shares
    Change vs previous 13F -3,508 shares

    1% of the 13F portfolio, value $1,669,530.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 20,816 shares
    Change vs previous 13F -4,375 shares

    1.28% of the 13F portfolio, value $1,993,548.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 25,191 shares
    Change vs previous 13F -491 shares

    1.6% of the 13F portfolio, value $2,361,656.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 25,682 shares
    Change vs previous 13F -60 shares

    1.6% of the 13F portfolio, value $2,391,508.

    13F-HR 0001765380-25-000072 filed by Certus 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 ended2024-09-30
    13F 25,742 shares
    Change vs previous 13F -18 shares

    1.76% of the 13F portfolio, value $2,525,805.

    13F-HR 0001765380-24-000435 filed by Certus 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 ended2024-06-30
    13F 25,760 shares
    Change vs previous 13F -3,278 shares

    1.83% of the 13F portfolio, value $2,412,424.

    13F-HR 0001765380-24-000261 filed by Certus 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 ended2024-03-31
    13F 29,038 shares
    Change vs previous 13F +10,501 shares

    2.14% of the 13F portfolio, value $2,684,853.

    13F-HR 0001765380-24-000188 filed by Certus 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 ended2023-12-31
    13F/A 18,537 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $1,786,781.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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