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FSA WEALTH PARTNERS, INC.: IEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FSA WEALTH PARTNERS, INC. on IEF, newest first. How the timeline and the estimate are built.

FSA WEALTH PARTNERS, INC. held 0 IEF shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -80,223 shares

    13F-HR 0001705819-25-000074 filed by FSA WEALTH PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 80,223 shares
    Change vs previous 13F +80,223 shares

    3.71% of the 13F portfolio, value $7,682,957.

    13F-HR 0001705819-25-000048 filed by FSA WEALTH PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -13,682 shares

    13F-HR 0001705819-25-000019 filed by FSA WEALTH PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-09-30
    13F 13,682 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,342,478.

    13F-HR 0001705819-24-000062 filed by FSA WEALTH PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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