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Disclosery

St. Louis Financial Planners Asset Management, LLC: IEZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of St. Louis Financial Planners Asset Management, LLC on IEZ, newest first. How the timeline and the estimate are built.

St. Louis Financial Planners Asset Management, LLC held 0 IEZ shares at 2025-03-31 per its 13F-HR filed 2025-04-08.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -20,174 shares

    13F-HR 0001214659-25-005554 filed by St. Louis Financial Planners Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 20,174 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $399,647.

    13F-HR 0001214659-25-000553 filed by St. Louis Financial Planners Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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