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Focused Wealth Management, Inc: IEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focused Wealth Management, Inc on IEF, newest first. How the timeline and the estimate are built.

Focused Wealth Management, Inc held 43,305 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,305 shares
    Change vs previous 13F +2,606 shares

    0.36% of the 13F portfolio, value $4,095,387.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
    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 40,699 shares
    Change vs previous 13F +5,359 shares

    0.41% of the 13F portfolio, value $3,884,335.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
    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 35,340 shares
    Change vs previous 13F +9,121 shares

    0.36% of the 13F portfolio, value $3,398,248.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
    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 26,219 shares
    Change vs previous 13F +1,198 shares

    0.27% of the 13F portfolio, value $2,529,052.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
    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 25,021 shares
    Change vs previous 13F +1,757 shares

    0.29% of the 13F portfolio, value $2,396,305.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
    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 23,264 shares
    Change vs previous 13F +3,323 shares

    0.3% of the 13F portfolio, value $2,218,707.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
    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 19,941 shares
    Change vs previous 13F +6,252 shares

    0.25% of the 13F portfolio, value $1,843,534.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    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 13,689 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,343,156.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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