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Disclosery

GeoWealth Management, LLC: IEF position timeline

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

GeoWealth Management, LLC held 24,500 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,500 shares
    Change vs previous 13F +10,857 shares

    0.07% of the 13F portfolio, value $2,317,048.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 13,643 shares
    Change vs previous 13F +1,937 shares

    0.05% of the 13F portfolio, value $1,302,378.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 ended2025-12-31
    13F 11,706 shares
    Change vs previous 13F -1,261 shares

    0.04% of the 13F portfolio, value $1,125,613.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 ended2025-09-30
    13F 12,967 shares
    Change vs previous 13F +499 shares

    0.05% of the 13F portfolio, value $1,250,899.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 ended2025-06-30
    13F 12,468 shares
    Change vs previous 13F +6,838 shares

    0.05% of the 13F portfolio, value $1,194,052.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 ended2025-03-31
    13F 5,630 shares
    Change vs previous 13F -4,576 shares

    0.02% of the 13F portfolio, value $536,976.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 ended2024-12-31
    13F 10,206 shares
    Change vs previous 13F -47,585 shares

    0.03% of the 13F portfolio, value $943,582.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 ended2024-09-30
    13F 57,791 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,670,316.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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