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Disclosery

WADE G W & INC: IEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WADE G W & INC on IEF, newest first. How the timeline and the estimate are built.

WADE G W & INC held 528,072 IEF shares at 2023-12-31 per its 13F-HR filed 2024-02-08.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 528,072 shares
    Change vs previous 13F +417,989 shares

    1.65% of the 13F portfolio, value $50,901,000.

    13F-HR 0001580642-24-000847 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 110,083 shares
    Change vs previous 13F +10,087 shares

    0.38% of the 13F portfolio, value $10,082,000.

    13F-HR 0001580642-23-006128 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 99,996 shares
    Change vs previous 13F +10,994 shares

    0.35% of the 13F portfolio, value $9,660,000.

    13F-HR 0001580642-23-004170 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 89,002 shares
    Change vs previous 13F +12,176 shares

    0.34% of the 13F portfolio, value $8,822,000.

    13F-HR 0001580642-23-002645 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 76,826 shares
    Change vs previous 13F -66,911 shares

    0.3% of the 13F portfolio, value $7,358,000.

    13F-HR 0001580642-23-000803 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 143,737 shares
    Change vs previous 13F +23,175 shares

    0.68% of the 13F portfolio, value $13,797,000.

    13F-HR 0001580642-22-005737 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 120,562 shares
    Change vs previous 13F +5,410 shares

    0.56% of the 13F portfolio, value $12,333,000.

    13F-HR 0001580642-22-003989 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 115,152 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $12,375,000.

    13F-HR 0001580642-22-002717 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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