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Disclosery

Keel Point, LLC: IEF position timeline

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

Keel Point, LLC held 282,810 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 282,810 shares
    Change vs previous 13F -6,939 shares

    1.58% of the 13F portfolio, value $26,745,372.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 289,749 shares
    Change vs previous 13F +32,380 shares

    1.85% of the 13F portfolio, value $27,653,608.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 257,369 shares
    Change vs previous 13F +54,277 shares

    1.49% of the 13F portfolio, value $24,748,611.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 203,092 shares
    Change vs previous 13F +2,328 shares

    1.21% of the 13F portfolio, value $19,590,297.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 200,764 shares
    Change vs previous 13F +81,268 shares

    1.27% of the 13F portfolio, value $19,227,193.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 119,496 shares
    Change vs previous 13F +28,313 shares

    0.89% of the 13F portfolio, value $11,396,312.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 91,183 shares
    Change vs previous 13F +3,837 shares

    0.68% of the 13F portfolio, value $8,429,853.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 87,346 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $8,570,347.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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