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Disclosery

MTC Wealth Management LLC: IEF position timeline

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

MTC Wealth Management LLC held 92,448 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,448 shares
    Change vs previous 13F -247 shares

    3.92% of the 13F portfolio, value $8,742,796.

    13F-HR 0001821455-26-000006 filed by MTC 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 92,695 shares
    Change vs previous 13F +7,095 shares

    4.2% of the 13F portfolio, value $8,846,782.

    13F-HR 0001821455-26-000004 filed by MTC 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 85,600 shares
    Change vs previous 13F -757 shares

    3.86% of the 13F portfolio, value $8,231,273.

    13F-HR 0001821455-26-000002 filed by MTC 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 86,357 shares
    Change vs previous 13F -608 shares

    3.88% of the 13F portfolio, value $8,330,006.

    13F-HR 0001821455-25-000005 filed by MTC 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 86,965 shares
    Change vs previous 13F -2,882 shares

    4% of the 13F portfolio, value $8,328,626.

    13F-HR 0001667731-25-001014 filed by MTC 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 89,847 shares
    Change vs previous 13F -137,859 shares

    4.21% of the 13F portfolio, value $8,568,678.

    13F-HR 0001667731-25-000584 filed by MTC 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 227,706 shares
    Change vs previous 13F -2,005 shares

    10.14% of the 13F portfolio, value $21,051,379.

    13F-HR 0001667731-25-000181 filed by MTC 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 229,711 shares
    Change vs previous 13F not available

    10.19% of the 13F portfolio, value $22,539,283.

    13F-HR 0001667731-24-000680 filed by MTC Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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