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Financial & Tax Architects, LLC: IEF position timeline

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

Financial & Tax Architects, LLC held 4,171 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,171 shares
    Change vs previous 13F -194,433 shares

    0.08% of the 13F portfolio, value $394,451.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 198,604 shares
    Change vs previous 13F +2,525 shares

    4.23% of the 13F portfolio, value $18,954,777.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 196,079 shares
    Change vs previous 13F -12,987 shares

    4.24% of the 13F portfolio, value $18,854,967.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 209,066 shares
    Change vs previous 13F +5,387 shares

    4.45% of the 13F portfolio, value $20,166,459.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 203,679 shares
    Change vs previous 13F +10,465 shares

    4.74% of the 13F portfolio, value $19,506,324.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 193,214 shares
    Change vs previous 13F -4,016 shares

    4.63% of the 13F portfolio, value $18,426,809.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 197,230 shares
    Change vs previous 13F +9,060 shares

    4.64% of the 13F portfolio, value $18,233,878.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 188,170 shares
    Change vs previous 13F not available

    4.75% of the 13F portfolio, value $18,463,244.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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