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Prism Advisors, Inc.: IEF position timeline

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

Prism Advisors, Inc. held 21,929 IEF shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,929 shares
    Change vs previous 13F +5,510 shares

    0.49% of the 13F portfolio, value $1,961,549.

    13F-HR 0001717027-26-000011 filed by Prism Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,419 shares
    Change vs previous 13F +309 shares

    0.38% of the 13F portfolio, value $1,552,745.

    13F-HR 0001717027-26-000006 filed by Prism Advisors, Inc.
    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 16,110 shares
    Change vs previous 13F +609 shares

    0.41% of the 13F portfolio, value $1,537,538.

    13F-HR 0001717027-26-000004 filed by Prism Advisors, Inc.
    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 15,501 shares
    Change vs previous 13F +910 shares

    0.4% of the 13F portfolio, value $1,490,576.

    13F-HR 0001717027-26-000002 filed by Prism Advisors, Inc.
    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 14,591 shares
    Change vs previous 13F +412 shares

    0.38% of the 13F portfolio, value $1,407,448.

    13F-HR 0001717027-25-000008 filed by Prism Advisors, Inc.
    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 14,179 shares
    Change vs previous 13F +3,954 shares

    0.39% of the 13F portfolio, value $1,357,923.

    13F-HR 0001717027-25-000005 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,225 shares
    Change vs previous 13F -307 shares

    0.3% of the 13F portfolio, value $975,158.

    13F-HR 0001717027-25-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,532 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $973,683.

    13F-HR 0001717027-25-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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