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Modern Wealth Management, LLC: IEF position timeline

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

Modern Wealth Management, LLC held 322,359 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 322,359 shares
    Change vs previous 13F +130,040 shares

    0.36% of the 13F portfolio, value $30,485,564.

    13F-HR 0002001900-26-000007 filed by Modern 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 ended2026-03-31
    13F 192,319 shares
    Change vs previous 13F +23,982 shares

    0.31% of the 13F portfolio, value $18,278,044.

    13F-HR 0002001900-26-000006 filed by Modern 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 ended2025-12-31
    13F 168,337 shares
    Change vs previous 13F +7,785 shares

    0.3% of the 13F portfolio, value $16,187,312.

    13F-HR 0002001900-26-000001 filed by Modern 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 ended2025-09-30
    13F 160,552 shares
    Change vs previous 13F -7,213 shares

    0.31% of the 13F portfolio, value $15,486,942.

    13F-HR 0002001900-25-000023 filed by Modern 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 ended2025-06-30
    13F/A 167,765 shares
    Change vs previous 13F +88,883 shares

    0.4% of the 13F portfolio, value $16,066,904.

    13F-HR/A 0002001900-25-000022 filed by Modern 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 ended2025-03-31
    13F/A 78,882 shares
    Change vs previous 13F +11,711 shares

    0.24% of the 13F portfolio, value $7,523,045.

    13F-HR/A 0002001900-25-000019 filed by Modern 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 ended2024-12-31
    13F/A 67,171 shares
    Change vs previous 13F +17,115 shares

    0.23% of the 13F portfolio, value $6,210,029.

    13F-HR/A 0002001900-25-000017 filed by Modern 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 ended2024-09-30
    13F/A 50,056 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,911,583.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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