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FORTE ASSET MANAGEMENT LLC: IEF position timeline

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

FORTE ASSET MANAGEMENT LLC held 34,247 IEF shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,247 shares
    Change vs previous 13F -962 shares

    1.23% of the 13F portfolio, value $3,058,639.

    13F-HR 0001927129-26-000004 filed by FORTE ASSET MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,209 shares
    Change vs previous 13F +298 shares

    1.36% of the 13F portfolio, value $3,329,700.

    13F-HR 0001927129-26-000003 filed by FORTE 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 ended2026-03-31
    13F 34,911 shares
    Change vs previous 13F -1,141 shares

    1.46% of the 13F portfolio, value $3,331,931.

    13F-HR 0001927129-26-000002 filed by FORTE 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 ended2025-12-31
    13F 36,052 shares
    Change vs previous 13F -426 shares

    1.57% of the 13F portfolio, value $3,466,752.

    13F-HR 0001927129-26-000001 filed by FORTE 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 ended2025-09-30
    13F 36,478 shares
    Change vs previous 13F +169 shares

    1.69% of the 13F portfolio, value $3,518,688.

    13F-HR 0001927129-25-000005 filed by FORTE 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 ended2025-06-30
    13F 36,309 shares
    Change vs previous 13F -3,445 shares

    1.77% of the 13F portfolio, value $3,477,281.

    13F-HR 0001927129-25-000004 filed by FORTE 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 ended2025-03-31
    13F 39,754 shares
    Change vs previous 13F -2,678 shares

    1.91% of the 13F portfolio, value $3,791,349.

    13F-HR 0001927129-25-000002 filed by FORTE 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 ended2024-12-31
    13F 42,432 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $3,922,814.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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