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Disclosery

SURIENCE PRIVATE WEALTH LLC: IEF position timeline

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

SURIENCE PRIVATE WEALTH LLC held 20,137 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,137 shares
    Change vs previous 13F +9,462 shares

    1.67% of the 13F portfolio, value $1,904,356.

    13F-HR 0001725547-26-000253 filed by SURIENCE PRIVATE WEALTH 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 10,675 shares
    Change vs previous 13F +8,242 shares

    1.09% of the 13F portfolio, value $1,018,822.

    13F-HR 0001725547-26-000144 filed by SURIENCE PRIVATE WEALTH 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 2,433 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $233,957.

    13F-HR 0001725547-26-000029 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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