Skip to content
Disclosery

Simply Money Advisors: IEF position timeline

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

Simply Money Advisors held 8,539 IEF shares at 2018-03-31 per its 13F-HR filed 2018-04-17.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 8,539 shares
    Change vs previous 13F -3,347 shares

    0.12% of the 13F portfolio, value $881,000.

    13F-HR 0001580642-18-002094 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-12-31
    13F 11,886 shares
    Change vs previous 13F -2,685 shares

    0.16% of the 13F portfolio, value $1,255,000.

    13F-HR 0001580642-18-000155 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-09-30
    13F 14,571 shares
    Change vs previous 13F -2,450 shares

    0.21% of the 13F portfolio, value $1,552,000.

    13F-HR 0001580642-17-005599 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-06-30
    13F 17,021 shares
    Change vs previous 13F +194 shares

    0.25% of the 13F portfolio, value $1,815,000.

    13F-HR 0001580642-17-003938 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-03-31
    13F 16,827 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,777,000.

    13F-HR 0001580642-17-002433 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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