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Miller Financial Services LLC: IEF position timeline

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

Miller Financial Services LLC held 69,200 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,200 shares
    Change vs previous 13F +11,355 shares

    5.28% of the 13F portfolio, value $6,544,209.

    13F-HR 0002022893-26-000005 filed by Miller Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 57,845 shares
    Change vs previous 13F +10,428 shares

    6.15% of the 13F portfolio, value $5,520,749.

    13F-HR 0002022893-26-000004 filed by Miller Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 47,417 shares
    Change vs previous 13F +6,798 shares

    5.35% of the 13F portfolio, value $4,559,659.

    13F-HR 0002022893-26-000001 filed by Miller Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 40,619 shares
    Change vs previous 13F +3,474 shares

    4.53% of the 13F portfolio, value $3,918,137.

    13F-HR 0002022893-25-000008 filed by Miller Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 37,145 shares
    Change vs previous 13F +6,061 shares

    4.53% of the 13F portfolio, value $3,557,357.

    13F-HR 0002022893-25-000005 filed by Miller Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 31,084 shares
    Change vs previous 13F -297 shares

    4.26% of the 13F portfolio, value $2,964,478.

    13F-HR 0002022893-25-000003 filed by Miller Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 31,381 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $2,901,205.

    13F-HR 0002022893-25-000002 filed by Miller Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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