Generation Capital Management LLC: IEF position timeline

Generation Capital Management LLC held 14,636 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 14,636 shares

   Change vs previous 13F -450 shares

   0.85% of the 13F portfolio, value $1,384,127.

   13F-HR 0001214659-26-010030 filed by Generation Capital Management LLC
   Filed 2026-08-13 (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).

2. period ended2026-03-31

   13F 15,086 shares

   Change vs previous 13F 0 shares

   1.05% of the 13F portfolio, value $1,439,808.

   13F-HR 0001214659-26-005813 filed by Generation Capital Management LLC
   Filed 2026-05-08 (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).

3. period ended2025-12-31

   13F 15,086 shares

   Change vs previous 13F +116 shares

   0.94% of the 13F portfolio, value $1,450,670.

   13F-HR 0001214659-26-001664 filed by Generation Capital Management LLC
   Filed 2026-02-13 (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).

4. period ended2025-09-30

   13F 14,970 shares

   Change vs previous 13F 0 shares

   1.05% of the 13F portfolio, value $1,444,006.

   13F-HR 0001214659-25-016064 filed by Generation Capital Management LLC
   Filed 2025-11-07 (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).

5. period ended2025-06-30

   13F 14,970 shares

   Change vs previous 13F not available

   1.13% of the 13F portfolio, value $1,433,677.

   13F-HR 0001214659-25-011913 filed by Generation Capital Management LLC
   Filed 2025-08-13 (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).