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Disclosery

SevenBridge Financial Group, LLC: IEF position timeline

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

SevenBridge Financial Group, LLC held 16,444 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 16,444 shares
    Change vs previous 13F -956 shares

    0.23% of the 13F portfolio, value $1,532,066.

    13F-HR 0001951757-26-001245 filed by SevenBridge Financial 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 17,400 shares
    Change vs previous 13F -230 shares

    0.26% of the 13F portfolio, value $1,662,095.

    13F-HR 0001951757-26-000718 filed by SevenBridge Financial 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 17,630 shares
    Change vs previous 13F +1,009 shares

    0.27% of the 13F portfolio, value $1,694,074.

    13F-HR 0001951757-26-000336 filed by SevenBridge Financial 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 16,621 shares
    Change vs previous 13F -4,534 shares

    0.27% of the 13F portfolio, value $1,610,211.

    13F-HR 0001951757-25-001420 filed by SevenBridge Financial 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 21,155 shares
    Change vs previous 13F -5,044 shares

    0.36% of the 13F portfolio, value $2,018,009.

    13F-HR 0001951757-25-001137 filed by SevenBridge Financial 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 26,199 shares
    Change vs previous 13F -7,587 shares

    0.48% of the 13F portfolio, value $2,456,184.

    13F-HR 0001951757-25-000553 filed by SevenBridge Financial 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 33,786 shares
    Change vs previous 13F +892 shares

    0.59% of the 13F portfolio, value $3,138,041.

    13F-HR 0001951757-25-000246 filed by SevenBridge Financial 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 32,894 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,090,094.

    13F-HR 0001951757-24-001199 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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