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Disclosery

MOULTON WEALTH MANAGEMENT, INC: IEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOULTON WEALTH MANAGEMENT, INC on IEF, newest first. How the timeline and the estimate are built.

MOULTON WEALTH MANAGEMENT, INC held 5,987 IEF shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,987 shares
    Change vs previous 13F +5 shares

    0.36% of the 13F portfolio, value $534,605.

    13F-HR 0001754960-26-000838 filed by MOULTON WEALTH MANAGEMENT, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,982 shares
    Change vs previous 13F -12,390 shares

    0.37% of the 13F portfolio, value $562,933.

    13F-HR 0001754960-26-000394 filed by MOULTON WEALTH MANAGEMENT, 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 18,372 shares
    Change vs previous 13F +18,372 shares

    1.19% of the 13F portfolio, value $1,750,566.

    13F-HR 0001754960-26-000211 filed by MOULTON WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001754960-25-000037 filed by MOULTON WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.