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DSG Capital Advisors, LLC: IEF position timeline

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

DSG Capital Advisors, LLC held 197,141 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 197,141 shares
    Change vs previous 13F -57,666 shares

    2.62% of the 13F portfolio, value $18,442,571.

    13F-HR 0001951757-26-001102 filed by DSG 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 254,807 shares
    Change vs previous 13F -4,871 shares

    3.89% of the 13F portfolio, value $24,318,811.

    13F-HR 0001951757-26-000735 filed by DSG 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 259,678 shares
    Change vs previous 13F +127,919 shares

    3.81% of the 13F portfolio, value $25,007,023.

    13F-HR 0001951757-26-000318 filed by DSG 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 131,759 shares
    Change vs previous 13F +15,808 shares

    2.03% of the 13F portfolio, value $12,709,505.

    13F-HR 0001951757-25-001258 filed by DSG 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 115,951 shares
    Change vs previous 13F +3,037 shares

    1.97% of the 13F portfolio, value $11,104,658.

    13F-HR 0001951757-25-000841 filed by DSG 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 112,914 shares
    Change vs previous 13F -10,700 shares

    2.18% of the 13F portfolio, value $10,768,639.

    13F-HR 0001951757-25-000457 filed by DSG 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 123,614 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $11,428,144.

    13F-HR 0001951757-25-000282 filed by DSG Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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