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Cordgrass Capital Advisors, LLC: IEF position timeline

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

Cordgrass Capital Advisors, LLC held 1,036 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,036 shares
    Change vs previous 13F -19,859 shares

    0.04% of the 13F portfolio, value $97,975.

    13F-HR 0001398344-26-013638 filed by Cordgrass Capital Advisors, 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 20,895 shares
    Change vs previous 13F +1,902 shares

    0.47% of the 13F portfolio, value $1,994,219.

    13F-HR 0001398344-26-008630 filed by Cordgrass Capital Advisors, 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 18,993 shares
    Change vs previous 13F +1,482 shares

    0.44% of the 13F portfolio, value $1,826,367.

    13F-HR 0001398344-26-001825 filed by Cordgrass Capital Advisors, 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 17,511 shares
    Change vs previous 13F +1,909 shares

    0.42% of the 13F portfolio, value $1,689,111.

    13F-HR 0001398344-25-020288 filed by Cordgrass Capital Advisors, 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 15,602 shares
    Change vs previous 13F -53 shares

    0.4% of the 13F portfolio, value $1,494,204.

    13F-HR 0001398344-25-014199 filed by Cordgrass Capital Advisors, 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 15,655 shares
    Change vs previous 13F +2,720 shares

    0.43% of the 13F portfolio, value $1,493,017.

    13F-HR 0001398344-25-009206 filed by Cordgrass Capital Advisors, 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 12,935 shares
    Change vs previous 13F -687 shares

    0.35% of the 13F portfolio, value $1,195,841.

    13F-HR 0001398344-25-002145 filed by Cordgrass Capital Advisors, 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 13,622 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,336,591.

    13F-HR 0001398344-24-020050 filed by Cordgrass Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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