Skip to content
Disclosery

Strategic Financial Group, LLC: IEF position timeline

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

Strategic Financial Group, LLC held 102,205 IEF shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 102,205 shares
    Change vs previous 13F +1,033 shares

    8.84% of the 13F portfolio, value $9,127,929.

    13F-HR 0002085853-26-001118 filed by Strategic Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 101,172 shares
    Change vs previous 13F -73 shares

    9.17% of the 13F portfolio, value $9,567,836.

    13F-HR 0002085853-26-000710 filed by Strategic 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 ended2026-03-31
    13F 101,245 shares
    Change vs previous 13F not available

    9.95% of the 13F portfolio, value $9,662,823.

    13F-HR 0002085853-26-000529 filed by Strategic Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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