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Twele Capital Management, Inc.: IEF position timeline

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

Twele Capital Management, Inc. held 562,022 IEF shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 562,022 shares
    Change vs previous 13F +20,041 shares

    8.3% of the 13F portfolio, value $50,194,185.

    13F-HR 0001411268-26-000006 filed by Twele Capital Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 541,981 shares
    Change vs previous 13F +44,916 shares

    8.37% of the 13F portfolio, value $51,255,144.

    13F-HR 0001411268-26-000004 filed by Twele Capital Management, Inc.
    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 497,065 shares
    Change vs previous 13F +4,927 shares

    8.46% of the 13F portfolio, value $47,439,884.

    13F-HR 0001411268-26-000003 filed by Twele Capital Management, Inc.
    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 492,138 shares
    Change vs previous 13F +18,245 shares

    8.46% of the 13F portfolio, value $47,323,991.

    13F-HR 0001411268-26-000002 filed by Twele Capital Management, Inc.
    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 473,893 shares
    Change vs previous 13F +37,484 shares

    8.44% of the 13F portfolio, value $45,711,719.

    13F-HR 0001411268-25-000009 filed by Twele Capital Management, Inc.
    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 436,409 shares
    Change vs previous 13F +18,291 shares

    8.29% of the 13F portfolio, value $41,794,890.

    13F-HR 0001411268-25-000006 filed by Twele Capital Management, Inc.
    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 418,118 shares
    Change vs previous 13F -17,383 shares

    8.46% of the 13F portfolio, value $39,875,914.

    13F-HR 0001411268-25-000004 filed by Twele Capital Management, Inc.
    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 435,501 shares
    Change vs previous 13F not available

    8.53% of the 13F portfolio, value $40,262,068.

    13F-HR 0001411268-25-000003 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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