Fortune Financial Advisors, LLC: IEF position timeline

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

Fortune Financial Advisors, LLC held 9,945 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 9,945 shares
Change vs previous 13F -22 shares
0.4% of the 13F portfolio, value $940,456.
13F-HR 0001961828-26-000008 filed by Fortune Financial Advisors, LLC
Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,967 shares
Change vs previous 13F -212 shares
0.48% of the 13F portfolio, value $951,219.
13F-HR 0001961828-26-000004 filed by Fortune Financial Advisors, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 10,179 shares
Change vs previous 13F +10 shares
0.66% of the 13F portfolio, value $978,807.
13F-HR 0001961828-26-000002 filed by Fortune Financial Advisors, LLC
Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 10,169 shares
Change vs previous 13F +5 shares
0.74% of the 13F portfolio, value $980,930.
13F-HR 0001961828-25-000005 filed by Fortune Financial Advisors, LLC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 10,164 shares
Change vs previous 13F -1 shares
0.78% of the 13F portfolio, value $973,395.
13F-HR 0001085146-25-003876 filed by Fortune Financial Advisors, LLC
Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 10,165 shares
Change vs previous 13F -56 shares
0.84% of the 13F portfolio, value $969,483.
13F-HR 0001085146-25-002423 filed by Fortune Financial Advisors, LLC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 10,221 shares
Change vs previous 13F +10 shares
0.86% of the 13F portfolio, value $944,913.
13F-HR 0001085146-25-000439 filed by Fortune Financial Advisors, LLC
Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 10,211 shares
Change vs previous 13F not available
0.91% of the 13F portfolio, value $1,001,950.
13F-HR 0001085146-24-005118 filed by Fortune Financial Advisors, LLC
Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).