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Litman Gregory Wealth Management LLC: IEF position timeline

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

Litman Gregory Wealth Management LLC held 64,206 IEF shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 64,206 shares
    Change vs previous 13F -1,039 shares

    0.45% of the 13F portfolio, value $6,174,032.

    13F-HR 0001214659-26-001595 filed by Litman Gregory Wealth 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 ended2025-09-30
    13F 65,245 shares
    Change vs previous 13F -2,825 shares

    0.47% of the 13F portfolio, value $6,293,514.

    13F-HR 0001214659-25-014997 filed by Litman Gregory Wealth 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 ended2025-06-30
    13F 68,070 shares
    Change vs previous 13F +170 shares

    0.51% of the 13F portfolio, value $6,519,032.

    13F-HR 0001214659-25-010805 filed by Litman Gregory Wealth 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 ended2025-03-31
    13F 67,900 shares
    Change vs previous 13F -171 shares

    0.56% of the 13F portfolio, value $6,475,629.

    13F-HR 0001214659-25-006850 filed by Litman Gregory Wealth 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 ended2024-12-31
    13F 68,071 shares
    Change vs previous 13F +4,071 shares

    0.55% of the 13F portfolio, value $6,293,153.

    13F-HR 0001214659-25-001263 filed by Litman Gregory Wealth 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 ended2024-09-30
    13F 64,000 shares
    Change vs previous 13F -808 shares

    0.52% of the 13F portfolio, value $6,279,643.

    13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth 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 ended2024-06-30
    13F 64,808 shares
    Change vs previous 13F -130 shares

    0.54% of the 13F portfolio, value $6,069,292.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth 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 ended2024-03-31
    13F 64,938 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $6,146,993.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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