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Jessup Wealth Management, Inc: IEF position timeline

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

Jessup Wealth Management, Inc held 118,652 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,652 shares
    Change vs previous 13F +1,450 shares

    3.35% of the 13F portfolio, value $11,220,904.

    13F-HR 0001963536-26-000005 filed by Jessup Wealth Management, Inc
    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 117,202 shares
    Change vs previous 13F +2,693 shares

    4.08% of the 13F portfolio, value $11,185,724.

    13F-HR 0001963536-26-000003 filed by Jessup Wealth Management, Inc
    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 114,509 shares
    Change vs previous 13F +5,384 shares

    3.64% of the 13F portfolio, value $11,011,206.

    13F-HR 0001963536-26-000001 filed by Jessup Wealth Management, Inc
    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 109,125 shares
    Change vs previous 13F +13,941 shares

    3.92% of the 13F portfolio, value $10,526,161.

    13F-HR 0001963536-25-000002 filed by Jessup Wealth Management, Inc
    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 95,184 shares
    Change vs previous 13F -4,069 shares

    3.66% of the 13F portfolio, value $9,115,760.

    13F-HR 0001085146-25-004502 filed by Jessup Wealth Management, Inc
    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 99,253 shares
    Change vs previous 13F +43,618 shares

    3.98% of the 13F portfolio, value $9,465,720.

    13F-HR 0001085146-25-002478 filed by Jessup Wealth Management, Inc
    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 55,635 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $5,143,417.

    13F-HR 0001085146-25-000673 filed by Jessup Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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