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TITLEIST ASSET MANAGEMENT, LLC: IEF position timeline

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

TITLEIST ASSET MANAGEMENT, LLC held 189,320 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 189,320 shares
    Change vs previous 13F -9,248 shares

    1.1% of the 13F portfolio, value $16,908,169.

    13F-HR 0001104659-26-114574 filed by TITLEIST ASSET MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 198,568 shares
    Change vs previous 13F +1,706 shares

    1.27% of the 13F portfolio, value $18,778,598.

    13F-HR 0001104659-26-084993 filed by TITLEIST ASSET MANAGEMENT, 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 196,862 shares
    Change vs previous 13F +21,724 shares

    1.42% of the 13F portfolio, value $18,788,527.

    13F-HR 0001104659-26-052537 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 175,138 shares
    Change vs previous 13F +23,845 shares

    1.36% of the 13F portfolio, value $16,841,258.

    13F-HR 0001104659-26-014097 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 151,293 shares
    Change vs previous 13F +8,363 shares

    1.28% of the 13F portfolio, value $14,593,715.

    13F-HR 0001104659-25-106756 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 142,930 shares
    Change vs previous 13F +95,349 shares

    1.36% of the 13F portfolio, value $13,688,439.

    13F-HR 0001104659-25-076739 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 47,581 shares
    Change vs previous 13F +14,226 shares

    0.53% of the 13F portfolio, value $4,537,783.

    13F-HR 0001104659-25-049171 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 33,355 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,083,703.

    13F-HR 0001104659-25-012581 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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