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Disclosery

waypoint wealth counsel: IEF position timeline

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

waypoint wealth counsel held 17,784 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,784 shares
    Change vs previous 13F +90 shares

    1.05% of the 13F portfolio, value $1,681,842.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 17,694 shares
    Change vs previous 13F -1,159 shares

    0.87% of the 13F portfolio, value $1,688,747.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 18,853 shares
    Change vs previous 13F -69 shares

    0.67% of the 13F portfolio, value $1,812,867.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 18,922 shares
    Change vs previous 13F +82 shares

    0.72% of the 13F portfolio, value $1,825,222.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 18,840 shares
    Change vs previous 13F +90 shares

    0.89% of the 13F portfolio, value $1,804,352.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    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 18,750 shares
    Change vs previous 13F +50 shares

    1.12% of the 13F portfolio, value $1,788,214.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    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 18,700 shares
    Change vs previous 13F +2,420 shares

    1.13% of the 13F portfolio, value $1,728,804.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    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 16,280 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,597,372.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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