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Disclosery

Sunbelt Securities, Inc.: IEZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sunbelt Securities, Inc. on IEZ, newest first. How the timeline and the estimate are built.

Sunbelt Securities, Inc. held 6,971 IEZ shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 6,971 shares
    Change vs previous 13F +4,634 shares

    0.01% of the 13F portfolio, value $201,801.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 2,337 shares
    Change vs previous 13F -3,035 shares

    <0.01% of the 13F portfolio, value $48,780.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 5,372 shares
    Change vs previous 13F -2,385 shares

    0.01% of the 13F portfolio, value $103,617.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 7,757 shares
    Change vs previous 13F -28 shares

    0.01% of the 13F portfolio, value $153,676.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 7,785 shares
    Change vs previous 13F +28 shares

    0.01% of the 13F portfolio, value $151,815.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 7,757 shares
    Change vs previous 13F -7,162 shares

    0.01% of the 13F portfolio, value $151,736.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 14,919 shares
    Change vs previous 13F +9,991 shares

    0.03% of the 13F portfolio, value $299,715.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 4,928 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $109,757.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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