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TriaGen Wealth Management LLC: IEF position timeline

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

TriaGen Wealth Management LLC held 12,098 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,098 shares
    Change vs previous 13F +1 shares

    0.29% of the 13F portfolio, value $1,144,108.

    13F-HR 0001172661-26-002712 filed by TriaGen Wealth Management 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 12,097 shares
    Change vs previous 13F +680 shares

    0.32% of the 13F portfolio, value $1,154,538.

    13F-HR 0001172661-26-001565 filed by TriaGen Wealth 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 ended2025-12-31
    13F 11,417 shares
    Change vs previous 13F +82 shares

    0.28% of the 13F portfolio, value $1,097,859.

    13F-HR 0001172661-26-000326 filed by TriaGen Wealth 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 ended2025-09-30
    13F 11,335 shares
    Change vs previous 13F +1,766 shares

    0.29% of the 13F portfolio, value $1,093,374.

    13F-HR 0001172661-25-004361 filed by TriaGen Wealth 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 ended2025-06-30
    13F 9,569 shares
    Change vs previous 13F +419 shares

    0.28% of the 13F portfolio, value $916,423.

    13F-HR 0001172661-25-002685 filed by TriaGen Wealth 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 ended2025-03-31
    13F 9,150 shares
    Change vs previous 13F +1,239 shares

    0.31% of the 13F portfolio, value $872,636.

    13F-HR 0001172661-25-001775 filed by TriaGen Wealth 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 ended2024-12-31
    13F 7,911 shares
    Change vs previous 13F +84 shares

    0.25% of the 13F portfolio, value $731,372.

    13F-HR 0001172661-25-000336 filed by TriaGen Wealth 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 ended2024-09-30
    13F 7,827 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $767,985.

    13F-HR 0001172661-24-004311 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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