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Portside Wealth Group, LLC: IEF position timeline

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

Portside Wealth Group, LLC held 63,075 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 63,075 shares
    Change vs previous 13F +9,102 shares

    0.7% of the 13F portfolio, value $5,965,033.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 53,973 shares
    Change vs previous 13F +3,219 shares

    0.7% of the 13F portfolio, value $5,151,183.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 50,754 shares
    Change vs previous 13F +7,078 shares

    0.66% of the 13F portfolio, value $4,880,457.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 43,676 shares
    Change vs previous 13F +2,637 shares

    0.58% of the 13F portfolio, value $4,212,977.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 41,039 shares
    Change vs previous 13F +1,355 shares

    0.58% of the 13F portfolio, value $3,930,331.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 39,684 shares
    Change vs previous 13F +3,153 shares

    0.62% of the 13F portfolio, value $3,784,632.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 36,531 shares
    Change vs previous 13F +3,604 shares

    0.56% of the 13F portfolio, value $3,377,253.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 32,927 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $3,230,830.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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