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Disclosery

Goodman Advisory Group, LLC: IEF position timeline

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

Goodman Advisory Group, LLC held 92,283 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,283 shares
    Change vs previous 13F -7,566 shares

    2.01% of the 13F portfolio, value $8,727,203.

    13F-HR 0001864123-26-000010 filed by Goodman Advisory Group, 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 99,849 shares
    Change vs previous 13F -3,604 shares

    2.47% of the 13F portfolio, value $9,529,585.

    13F-HR 0001864123-26-000003 filed by Goodman Advisory Group, 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 103,453 shares
    Change vs previous 13F +6,760 shares

    2.45% of the 13F portfolio, value $9,948,038.

    13F-HR 0001864123-26-000001 filed by Goodman Advisory Group, 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 96,693 shares
    Change vs previous 13F +40,860 shares

    2.32% of the 13F portfolio, value $9,327,010.

    13F-HR 0001864123-25-000008 filed by Goodman Advisory Group, 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 55,833 shares
    Change vs previous 13F +55,833 shares

    1.82% of the 13F portfolio, value $5,347,130.

    13F-HR 0001864123-25-000006 filed by Goodman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -7 shares

    13F-HR 0001864123-25-000001 filed by Goodman Advisory Group, LLC
    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.

  7. period ended2024-09-30
    13F 7 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $687.

    13F-HR 0001864123-24-000005 filed by Goodman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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