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Disclosery

D.A. DAVIDSON & CO.: IEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on IEF, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 73,871 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 73,871 shares
    Change vs previous 13F +5,035 shares

    0.04% of the 13F portfolio, value $6,986,029.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 68,836 shares
    Change vs previous 13F +64,022 shares

    0.04% of the 13F portfolio, value $6,569,767.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 4,814 shares
    Change vs previous 13F -52 shares

    <0.01% of the 13F portfolio, value $462,928.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 4,866 shares
    Change vs previous 13F -30,056 shares

    <0.01% of the 13F portfolio, value $469,395.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 34,922 shares
    Change vs previous 13F -112,581 shares

    0.02% of the 13F portfolio, value $3,344,570.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 147,503 shares
    Change vs previous 13F +37,864 shares

    0.11% of the 13F portfolio, value $14,067,442.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 109,639 shares
    Change vs previous 13F +105,930 shares

    0.08% of the 13F portfolio, value $10,136,126.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 3,709 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $363,927.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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