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Formidable Asset Management, LLC: IEF position timeline

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

Formidable Asset Management, LLC held 21,170 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,170 shares
    Change vs previous 13F -2,052 shares

    0.32% of the 13F portfolio, value $2,020,459.

    13F-HR 0001592613-26-000003 filed by Formidable Asset Management, 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 23,222 shares
    Change vs previous 13F +948 shares

    0.34% of the 13F portfolio, value $2,233,006.

    13F-HR 0001592613-26-000002 filed by Formidable Asset Management, 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 22,274 shares
    Change vs previous 13F +1,564 shares

    0.31% of the 13F portfolio, value $2,148,596.

    13F-HR 0001592613-26-000001 filed by Formidable Asset Management, 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 20,710 shares
    Change vs previous 13F -45 shares

    0.31% of the 13F portfolio, value $1,983,368.

    13F-HR 0001592613-25-000008 filed by Formidable Asset Management, 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 20,755 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,979,398.

    13F-HR 0001592613-25-000004 filed by Formidable Asset Management, 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 20,755 shares
    Change vs previous 13F -335 shares

    0.33% of the 13F portfolio, value $1,979,398.

    13F-HR 0001592613-25-000002 filed by Formidable Asset Management, 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 21,090 shares
    Change vs previous 13F +5,528 shares

    0.32% of the 13F portfolio, value $1,949,756.

    13F-HR 0001592613-25-000001 filed by Formidable Asset Management, 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 15,562 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,526,905.

    13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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