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Disclosery

M.E. ALLISON & CO., INC.: IEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M.E. ALLISON & CO., INC. on IEF, newest first. How the timeline and the estimate are built.

M.E. ALLISON & CO., INC. held 2,764 IEF shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,764 shares
    Change vs previous 13F +7 shares

    0.14% of the 13F portfolio, value $246,872.

    13F-HR 0001085146-26-000838 filed by M.E. ALLISON & CO., INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,757 shares
    Change vs previous 13F +7 shares

    0.15% of the 13F portfolio, value $260,741.

    13F-HR 0001619532-26-000005 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,750 shares
    Change vs previous 13F +4 shares

    0.17% of the 13F portfolio, value $262,488.

    13F-HR 0001619532-26-000004 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,746 shares
    Change vs previous 13F +565 shares

    0.18% of the 13F portfolio, value $264,066.

    13F-HR 0001619532-26-000002 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,181 shares
    Change vs previous 13F +7 shares

    0.15% of the 13F portfolio, value $210,425.

    13F-HR 0001085146-25-005826 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,174 shares
    Change vs previous 13F +7 shares

    0.17% of the 13F portfolio, value $208,214.

    13F-HR 0001085146-25-004172 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,167 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $206,643.

    13F-HR 0001085146-25-002185 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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