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Mount Lucas Management LP: IEF position timeline

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

Mount Lucas Management LP held 24,494 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,494 shares
    Change vs previous 13F -28,745 shares

    0.83% of the 13F portfolio, value $2,316,398.

    13F-HR 0001140361-26-031910 filed by Mount Lucas Management LP
    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 53,239 shares
    Change vs previous 13F +32,760 shares

    1.88% of the 13F portfolio, value $5,081,130.

    13F-HR 0001140361-26-019022 filed by Mount Lucas Management LP
    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 20,479 shares
    Change vs previous 13F -8,093 shares

    0.87% of the 13F portfolio, value $1,969,261.

    13F-HR 0001140361-26-003806 filed by Mount Lucas Management LP
    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 28,572 shares
    Change vs previous 13F -21,114 shares

    1.24% of the 13F portfolio, value $2,756,055.

    13F-HR 0001140361-25-041412 filed by Mount Lucas Management LP
    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 49,686 shares
    Change vs previous 13F -22,096 shares

    2.26% of the 13F portfolio, value $4,758,428.

    13F-HR 0001140361-25-030098 filed by Mount Lucas Management LP
    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 71,782 shares
    Change vs previous 13F +48,571 shares

    3.22% of the 13F portfolio, value $6,845,849.

    13F-HR 0001140361-25-017463 filed by Mount Lucas Management LP
    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 23,211 shares
    Change vs previous 13F -4,200 shares

    0.75% of the 13F portfolio, value $2,145,857.

    13F-HR 0001140361-25-003529 filed by Mount Lucas Management LP
    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 27,411 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,689,567.

    13F-HR 0001140361-24-045415 filed by Mount Lucas Management LP
    Filed (acceptance time not in the bulk data set), ingested

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