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Disclosery

Pacific Wealth Management: IEF position timeline

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

Pacific Wealth Management held 101,981 IEF shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 101,981 shares
    Change vs previous 13F -56,930 shares

    4.01% of the 13F portfolio, value $9,107,923.

    13F-HR 0001852338-26-000005 filed by Pacific Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 158,911 shares
    Change vs previous 13F +6,702 shares

    6.66% of the 13F portfolio, value $15,028,213.

    13F-HR 0001852338-26-000003 filed by Pacific Wealth Management
    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 152,209 shares
    Change vs previous 13F +7,336 shares

    7.81% of the 13F portfolio, value $14,526,827.

    13F-HR 0001852338-26-000002 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 144,873 shares
    Change vs previous 13F +9,390 shares

    6.47% of the 13F portfolio, value $13,931,024.

    13F-HR 0001852338-26-000001 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 135,483 shares
    Change vs previous 13F +1,305 shares

    6.58% of the 13F portfolio, value $13,068,727.

    13F-HR 0001852338-25-000007 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 134,178 shares
    Change vs previous 13F not available

    6.34% of the 13F portfolio, value $12,850,273.

    13F-HR 0001852338-25-000004 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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