Erickson Financial Group, LLC: IEF position timeline

Erickson Financial Group, LLC held 29,057 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 29,057 shares

   Change vs previous 13F +2,400 shares

   1.47% of the 13F portfolio, value $2,747,920.

   13F-HR 0001951757-26-001068 filed by Erickson Financial Group, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 26,657 shares

   Change vs previous 13F +2,955 shares

   1.59% of the 13F portfolio, value $2,544,144.

   13F-HR 0001951757-26-000542 filed by Erickson Financial Group, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 23,702 shares

   Change vs previous 13F +6,762 shares

   1.4% of the 13F portfolio, value $2,279,184.

   13F-HR 0001951757-26-000237 filed by Erickson Financial Group, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 16,940 shares

   Change vs previous 13F +768 shares

   1.03% of the 13F portfolio, value $1,634,032.

   13F-HR 0001951757-25-001223 filed by Erickson Financial Group, LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 16,172 shares

   Change vs previous 13F not available

   1.05% of the 13F portfolio, value $1,548,792.

   13F-HR 0001951757-25-001069 filed by Erickson Financial Group, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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