Skip to content
Disclosery

REGATTA CAPITAL GROUP, LLC: IEF position timeline

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

REGATTA CAPITAL GROUP, LLC held 32,921 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,921 shares
    Change vs previous 13F +10,018 shares

    0.42% of the 13F portfolio, value $3,113,357.

    13F-HR 0001951757-26-001244 filed by REGATTA CAPITAL 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 22,903 shares
    Change vs previous 13F +994 shares

    0.33% of the 13F portfolio, value $2,185,883.

    13F-HR 0001951757-26-000616 filed by REGATTA CAPITAL 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 21,909 shares
    Change vs previous 13F +243 shares

    0.32% of the 13F portfolio, value $2,106,784.

    13F-HR 0001951757-26-000051 filed by REGATTA CAPITAL 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 21,666 shares
    Change vs previous 13F +496 shares

    0.33% of the 13F portfolio, value $2,089,928.

    13F-HR 0001951757-25-001169 filed by REGATTA CAPITAL 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 21,170 shares
    Change vs previous 13F +1,937 shares

    0.35% of the 13F portfolio, value $2,027,424.

    13F-HR 0001951757-25-000855 filed by REGATTA CAPITAL 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 19,233 shares
    Change vs previous 13F +763 shares

    0.36% of the 13F portfolio, value $1,834,210.

    13F-HR 0001951757-25-000361 filed by REGATTA CAPITAL 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 18,470 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,707,510.

    13F-HR 0001951757-25-000087 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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