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Disclosery

Rockingstone Advisors LLC: IEF position timeline

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

Rockingstone Advisors LLC held 6,955 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 6,955 shares
    Change vs previous 13F +215 shares

    0.26% of the 13F portfolio, value $657,734.

    13F-HR 0002027176-26-000003 filed by Rockingstone Advisors 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 6,740 shares
    Change vs previous 13F -2,095 shares

    0.3% of the 13F portfolio, value $643,266.

    13F-HR 0002027176-26-000002 filed by Rockingstone Advisors 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 8,835 shares
    Change vs previous 13F -1,540 shares

    0.39% of the 13F portfolio, value $849,574.

    13F-HR 0002027176-26-000001 filed by Rockingstone Advisors 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 10,375 shares
    Change vs previous 13F -60 shares

    0.49% of the 13F portfolio, value $1,000,773.

    13F-HR 0002027176-25-000007 filed by Rockingstone Advisors 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 10,435 shares
    Change vs previous 13F -45,685 shares

    0.53% of the 13F portfolio, value $999,360.

    13F-HR 0002027176-25-000004 filed by Rockingstone Advisors 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 56,120 shares
    Change vs previous 13F +28,440 shares

    2.41% of the 13F portfolio, value $5,352,164.

    13F-HR 0002027176-25-000003 filed by Rockingstone Advisors 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 27,680 shares
    Change vs previous 13F +8,750 shares

    1.13% of the 13F portfolio, value $2,559,016.

    13F-HR 0002027176-25-000001 filed by Rockingstone Advisors 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 18,930 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,857,412.

    13F-HR 0002027176-24-000009 filed by Rockingstone Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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