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Disclosery

Financial Advisory Group: IEF position timeline

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

Financial Advisory Group held 66,408 IEF shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 66,408 shares
    Change vs previous 13F +1,742 shares

    1.11% of the 13F portfolio, value $6,286,224.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 64,666 shares
    Change vs previous 13F +9,277 shares

    1.18% of the 13F portfolio, value $6,233,155.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 55,389 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $5,073,079.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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