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Disclosery

Liquid Strategies, LLC: IEF position timeline

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

Liquid Strategies, LLC held 0 IEF shares at 2025-06-30 per its 13F-HR filed 2025-07-29.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -206,056 shares

    13F-HR 0001062993-25-013225 filed by Liquid Strategies, 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.

  2. period ended2025-03-31
    13F 206,056 shares
    Change vs previous 13F +128,239 shares

    3.7% of the 13F portfolio, value $19,651,561.

    13F-HR 0001062993-25-007704 filed by Liquid Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 77,817 shares
    Change vs previous 13F +77,817 shares

    1.48% of the 13F portfolio, value $7,194,182.

    13F-HR 0001062993-25-000924 filed by Liquid Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001062993-24-017663 filed by Liquid Strategies, 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.