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Disclosery

Waterloo Capital, L.P.: IEF position timeline

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

Waterloo Capital, L.P. held 179,061 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 179,061 shares
    Change vs previous 13F +94,317 shares

    0.95% of the 13F portfolio, value $16,933,826.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 84,744 shares
    Change vs previous 13F -51,846 shares

    0.57% of the 13F portfolio, value $8,087,957.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 136,590 shares
    Change vs previous 13F +8,329 shares

    0.95% of the 13F portfolio, value $13,134,471.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 128,261 shares
    Change vs previous 13F +59,532 shares

    0.92% of the 13F portfolio, value $12,372,038.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 68,729 shares
    Change vs previous 13F +4,398 shares

    0.53% of the 13F portfolio, value $6,582,187.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 64,331 shares
    Change vs previous 13F +38,514 shares

    0.57% of the 13F portfolio, value $6,135,293.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 25,817 shares
    Change vs previous 13F +19,556 shares

    0.25% of the 13F portfolio, value $2,386,792.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 6,261 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $614,289.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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