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Mutual Advisors, LLC: IEF position timeline

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

Mutual Advisors, LLC held 2,512,956 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 2,512,956 shares
    Change vs previous 13F +343,135 shares

    4.48% of the 13F portfolio, value $237,650,270.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 2,169,821 shares
    Change vs previous 13F +60,484 shares

    4.44% of the 13F portfolio, value $207,087,758.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 2,109,337 shares
    Change vs previous 13F +58,611 shares

    4.35% of the 13F portfolio, value $202,833,889.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 2,050,726 shares
    Change vs previous 13F +117,236 shares

    4.4% of the 13F portfolio, value $199,740,736.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 1,933,490 shares
    Change vs previous 13F +196,393 shares

    4.57% of the 13F portfolio, value $183,178,886.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 1,737,097 shares
    Change vs previous 13F +1,726,786 shares

    4.73% of the 13F portfolio, value $165,388,996.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 10,311 shares
    Change vs previous 13F -26,217 shares

    0.03% of the 13F portfolio, value $952,523.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 36,528 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,473,856.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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