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Disclosery

COURIER CAPITAL LLC: IEF position timeline

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

COURIER CAPITAL LLC held 122,550 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,550 shares
    Change vs previous 13F +67,112 shares

    0.58% of the 13F portfolio, value $11,589,553.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 55,438 shares
    Change vs previous 13F +15,877 shares

    0.3% of the 13F portfolio, value $5,291,002.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 39,561 shares
    Change vs previous 13F +33,579 shares

    0.21% of the 13F portfolio, value $3,804,185.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 5,982 shares
    Change vs previous 13F -258 shares

    0.03% of the 13F portfolio, value $577,023.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 6,240 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $597,605.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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