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WestEnd Advisors, LLC: IEF position timeline

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

WestEnd Advisors, LLC held 852,633 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 852,633 shares
    Change vs previous 13F +72,985 shares

    1.8% of the 13F portfolio, value $80,634,517.

    13F-HR 0001398344-26-012446 filed by WestEnd Advisors, LLC
    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 779,648 shares
    Change vs previous 13F +22,570 shares

    1.8% of the 13F portfolio, value $74,410,641.

    13F-HR 0001398344-26-006826 filed by WestEnd Advisors, LLC
    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 757,078 shares
    Change vs previous 13F +5,912 shares

    1.7% of the 13F portfolio, value $72,801,656.

    13F-HR 0001398344-26-001290 filed by WestEnd Advisors, LLC
    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 751,166 shares
    Change vs previous 13F +91,530 shares

    1.69% of the 13F portfolio, value $72,458,493.

    13F-HR 0001398344-25-019523 filed by WestEnd Advisors, LLC
    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 659,636 shares
    Change vs previous 13F -79,337 shares

    1.57% of the 13F portfolio, value $63,174,491.

    13F-HR 0001398344-25-013593 filed by WestEnd Advisors, LLC
    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 738,973 shares
    Change vs previous 13F -17,422 shares

    1.87% of the 13F portfolio, value $70,475,821.

    13F-HR 0001398344-25-007692 filed by WestEnd Advisors, LLC
    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 756,395 shares
    Change vs previous 13F -379,071 shares

    1.78% of the 13F portfolio, value $69,928,724.

    13F-HR 0001398344-25-001236 filed by WestEnd Advisors, LLC
    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 1,135,466 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $111,411,898.

    13F-HR 0001398344-24-019439 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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