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TPG Financial Advisors, LLC: IEF position timeline

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

TPG Financial Advisors, LLC held 359,592 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 359,592 shares
    Change vs previous 13F +102,688 shares

    10.16% of the 13F portfolio, value $34,006,615.

    13F-HR 0001706669-26-000008 filed by TPG Financial Advisors, 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 256,904 shares
    Change vs previous 13F -3,962 shares

    7.98% of the 13F portfolio, value $24,518,918.

    13F-HR 0001706669-26-000006 filed by TPG Financial Advisors, 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 260,866 shares
    Change vs previous 13F +38,219 shares

    8.37% of the 13F portfolio, value $25,084,875.

    13F-HR 0001706669-26-000003 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 222,647 shares
    Change vs previous 13F +83,007 shares

    8% of the 13F portfolio, value $21,476,530.

    13F-HR 0001706669-25-000009 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 139,640 shares
    Change vs previous 13F -6,296 shares

    5.35% of the 13F portfolio, value $13,373,323.

    13F-HR 0001706669-25-000007 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 145,936 shares
    Change vs previous 13F -11,933 shares

    6.15% of the 13F portfolio, value $13,917,916.

    13F-HR 0001706669-25-000004 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 157,869 shares
    Change vs previous 13F -135,329 shares

    6.35% of the 13F portfolio, value $14,594,989.

    13F-HR 0001706669-25-000001 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 293,198 shares
    Change vs previous 13F not available

    12.95% of the 13F portfolio, value $28,768,588.

    13F-HR 0001706669-24-000004 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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