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Willis Johnson & Associates, Inc.: IEF position timeline

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

Willis Johnson & Associates, Inc. held 240,768 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,768 shares
    Change vs previous 13F +1,014 shares

    1.27% of the 13F portfolio, value $22,769,398.

    13F-HR 0001853239-26-000004 filed by Willis Johnson & Associates, Inc.
    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 239,754 shares
    Change vs previous 13F -18,466 shares

    1.33% of the 13F portfolio, value $22,882,170.

    13F-HR 0001853239-26-000003 filed by Willis Johnson & Associates, Inc.
    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 258,220 shares
    Change vs previous 13F -96,288 shares

    1.53% of the 13F portfolio, value $24,830,473.

    13F-HR 0001853239-26-000002 filed by Willis Johnson & Associates, Inc.
    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 354,508 shares
    Change vs previous 13F +20,371 shares

    2.12% of the 13F portfolio, value $34,195,832.

    13F-HR 0001853239-25-000004 filed by Willis Johnson & Associates, Inc.
    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 334,137 shares
    Change vs previous 13F +11,214 shares

    2.18% of the 13F portfolio, value $32,000,303.

    13F-HR 0001085146-25-004993 filed by Willis Johnson & Associates, Inc.
    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 322,923 shares
    Change vs previous 13F +22,157 shares

    2.33% of the 13F portfolio, value $30,797,144.

    13F-HR 0001085146-25-003176 filed by Willis Johnson & Associates, Inc.
    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 300,766 shares
    Change vs previous 13F +147,521 shares

    2.14% of the 13F portfolio, value $27,805,860.

    13F-HR 0001085146-25-001471 filed by Willis Johnson & Associates, Inc.
    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 153,245 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $15,036,381.

    13F-HR 0001853239-24-000007 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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