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Disclosery

Fiduciary Alliance LLC: IEF position timeline

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

Fiduciary Alliance LLC held 8,097 IEF shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,097 shares
    Change vs previous 13F -415 shares

    0.05% of the 13F portfolio, value $723,143.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,512 shares
    Change vs previous 13F +563 shares

    0.05% of the 13F portfolio, value $804,980.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,949 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $759,765.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,935 shares
    Change vs previous 13F +110 shares

    0.05% of the 13F portfolio, value $763,030.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,825 shares
    Change vs previous 13F -643 shares

    0.05% of the 13F portfolio, value $754,800.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,468 shares
    Change vs previous 13F +1,691 shares

    0.06% of the 13F portfolio, value $810,980.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,777 shares
    Change vs previous 13F +1,233 shares

    0.06% of the 13F portfolio, value $646,322.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,544 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $512,543.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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