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Disclosery

Lewis Asset Management, LLC: IEF position timeline

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

Lewis Asset Management, LLC held 11,418 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,418 shares
    Change vs previous 13F -528 shares

    0.38% of the 13F portfolio, value $1,079,759.

    13F-HR 0002004520-26-000003 filed by Lewis Asset 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 11,946 shares
    Change vs previous 13F -530 shares

    0.47% of the 13F portfolio, value $1,140,099.

    13F-HR 0002004520-26-000002 filed by Lewis Asset 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 12,476 shares
    Change vs previous 13F -682 shares

    0.49% of the 13F portfolio, value $1,199,677.

    13F-HR 0002004520-26-000001 filed by Lewis Asset 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 13,158 shares
    Change vs previous 13F +141 shares

    0.52% of the 13F portfolio, value $1,269,208.

    13F-HR 0002004520-25-000009 filed by Lewis Asset 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 13,017 shares
    Change vs previous 13F -5,506 shares

    0.59% of the 13F portfolio, value $1,246,635.

    13F-HR 0002004520-25-000007 filed by Lewis Asset 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 18,523 shares
    Change vs previous 13F -1,486 shares

    1.46% of the 13F portfolio, value $1,766,531.

    13F-HR 0002004520-25-000006 filed by Lewis Asset 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 20,009 shares
    Change vs previous 13F -627 shares

    1.41% of the 13F portfolio, value $1,849,812.

    13F-HR 0002004520-25-000002 filed by Lewis Asset 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 20,636 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $2,024,841.

    13F-HR 0002004520-24-000006 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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