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Net Worth Advisory Group: IEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on IEF, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 4,460 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,460 shares
    Change vs previous 13F -115,041 shares

    0.11% of the 13F portfolio, value $421,785.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 119,501 shares
    Change vs previous 13F +2,781 shares

    2.36% of the 13F portfolio, value $11,405,186.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 116,720 shares
    Change vs previous 13F +12,085 shares

    2.27% of the 13F portfolio, value $11,223,825.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 104,635 shares
    Change vs previous 13F -5,863 shares

    2.92% of the 13F portfolio, value $10,093,101.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 110,498 shares
    Change vs previous 13F +2,418 shares

    2.35% of the 13F portfolio, value $10,582,358.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 108,080 shares
    Change vs previous 13F +2,400 shares

    3.24% of the 13F portfolio, value $10,307,635.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 105,680 shares
    Change vs previous 13F -1,082 shares

    2.97% of the 13F portfolio, value $9,770,111.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 106,762 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $10,475,475.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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