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FormulaFolio Investments, LLC: IEF position timeline

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

FormulaFolio Investments, LLC held 962 IEF shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 962 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $111,000.

    13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 962 shares
    Change vs previous 13F -187,519 shares

    0.04% of the 13F portfolio, value $110,000.

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 188,481 shares
    Change vs previous 13F +161,950 shares

    0.47% of the 13F portfolio, value $22,608,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 26,531 shares
    Change vs previous 13F -94,252 shares

    0.12% of the 13F portfolio, value $3,232,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 120,783 shares
    Change vs previous 13F -116,159 shares

    0.6% of the 13F portfolio, value $14,720,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 236,942 shares
    Change vs previous 13F -418,381 shares

    1.54% of the 13F portfolio, value $28,784,000.

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 655,323 shares
    Change vs previous 13F -30,377 shares

    2.57% of the 13F portfolio, value $72,230,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 685,700 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $77,121,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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