LifeGuide Financial Advisors, LLC: IEF position timeline

LifeGuide Financial Advisors, LLC held 506,239 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 506,239 shares

   Change vs previous 13F +38,200 shares

   13.63% of the 13F portfolio, value $47,875,044.

   13F-HR 0001951757-26-000965 filed by LifeGuide Financial Advisors, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 468,039 shares

   Change vs previous 13F +29,047 shares

   14.28% of the 13F portfolio, value $44,669,632.

   13F-HR 0001951757-26-000552 filed by LifeGuide Financial Advisors, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 438,992 shares

   Change vs previous 13F +36,679 shares

   13.99% of the 13F portfolio, value $42,178,359.

   13F-HR 0001951757-26-000002 filed by LifeGuide Financial Advisors, LLC
   Filed 2026-01-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 402,313 shares

   Change vs previous 13F +315 shares

   14.12% of the 13F portfolio, value $38,336,438.

   13F-HR 0001951757-25-001177 filed by LifeGuide Financial Advisors, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 401,998 shares

   Change vs previous 13F +11,464 shares

   14.21% of the 13F portfolio, value $38,499,376.

   13F-HR 0001951757-25-000884 filed by LifeGuide Financial Advisors, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 390,534 shares

   Change vs previous 13F +32,306 shares

   15.2% of the 13F portfolio, value $37,245,241.

   13F-HR 0001951757-25-000314 filed by LifeGuide Financial Advisors, LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 358,228 shares

   Change vs previous 13F +20,520 shares

   14.21% of the 13F portfolio, value $33,118,177.

   13F-HR 0001951757-25-000068 filed by LifeGuide Financial Advisors, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 337,708 shares

   Change vs previous 13F not available

   14.13% of the 13F portfolio, value $33,135,860.

   13F-HR 0001951757-24-000982 filed by LifeGuide Financial Advisors, LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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