TOBIAS FINANCIAL ADVISORS, INC.: IEF position timeline

TOBIAS FINANCIAL ADVISORS, INC. held 0 IEF shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,370 shares

   13F-HR 0001172661-25-004533 filed by TOBIAS FINANCIAL ADVISORS, INC.
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

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

2. period ended2025-06-30

   13F 2,370 shares

   Change vs previous 13F -2,807 shares

   0.04% of the 13F portfolio, value $226,975.

   13F-HR 0001172661-25-003109 filed by TOBIAS FINANCIAL ADVISORS, INC.
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 5,177 shares

   Change vs previous 13F -349,651 shares

   0.1% of the 13F portfolio, value $493,740.

   13F-HR 0001172661-25-002269 filed by TOBIAS FINANCIAL ADVISORS, INC.
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 354,828 shares

   Change vs previous 13F +1,378 shares

   6.59% of the 13F portfolio, value $32,803,887.

   13F-HR 0001172661-25-000818 filed by TOBIAS FINANCIAL ADVISORS, INC.
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 353,450 shares

   Change vs previous 13F not available

   6.95% of the 13F portfolio, value $34,680,489.

   13F-HR 0001172661-24-004412 filed by TOBIAS FINANCIAL ADVISORS, INC.
   Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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