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Disclosery

VestGen Investment Management: IEF position timeline

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

VestGen Investment Management held 29,260 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,260 shares
    Change vs previous 13F -7,477 shares

    1.47% of the 13F portfolio, value $2,767,118.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 36,737 shares
    Change vs previous 13F +5,987 shares

    1.93% of the 13F portfolio, value $3,506,179.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 30,750 shares
    Change vs previous 13F +1,272 shares

    1.64% of the 13F portfolio, value $2,956,920.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 29,478 shares
    Change vs previous 13F +3,187 shares

    1.71% of the 13F portfolio, value $2,843,448.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 26,291 shares
    Change vs previous 13F +3,458 shares

    1.81% of the 13F portfolio, value $2,517,889.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 22,833 shares
    Change vs previous 13F +1,859 shares

    1.64% of the 13F portfolio, value $2,177,583.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    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 20,974 shares
    Change vs previous 13F +6,509 shares

    0.53% of the 13F portfolio, value $1,939,046.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    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 14,465 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,419,306.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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