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Disclosery

Lyons Wealth Management, LLC.: IEF position timeline

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

Lyons Wealth Management, LLC. held 47,488 IEF shares at 2019-12-31 per its 13F-HR filed 2020-02-13.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 47,488 shares
    Change vs previous 13F -9,304 shares

    15.32% of the 13F portfolio, value $5,230,000.

    13F-HR 0001085146-20-000626 filed by Lyons 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 ended2019-09-30
    13F 56,792 shares
    Change vs previous 13F +1,186 shares

    16.62% of the 13F portfolio, value $6,386,000.

    13F-HR 0001085146-19-002825 filed by Lyons 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 ended2019-06-30
    13F 55,606 shares
    Change vs previous 13F -8,227 shares

    16.7% of the 13F portfolio, value $6,991,000.

    13F-HR 0001085146-19-002261 filed by Lyons 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 ended2019-03-31
    13F 63,833 shares
    Change vs previous 13F +59,711 shares

    19.14% of the 13F portfolio, value $6,809,000.

    13F-HR 0001085146-19-001520 filed by Lyons 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 ended2018-12-31
    13F 4,122 shares
    Change vs previous 13F -756 shares

    1.46% of the 13F portfolio, value $436,000.

    13F-HR 0001085146-19-000507 filed by Lyons 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 ended2018-09-30
    13F 4,878 shares
    Change vs previous 13F -1,835 shares

    1.01% of the 13F portfolio, value $498,000.

    13F-HR 0001085146-18-002561 filed by Lyons 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 ended2018-06-30
    13F 6,713 shares
    Change vs previous 13F -972 shares

    1% of the 13F portfolio, value $694,000.

    13F-HR 0001085146-18-002014 filed by Lyons 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 ended2018-03-31
    13F 7,685 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $798,000.

    13F-HR 0001085146-18-001267 filed by Lyons Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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