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Disclosery

WLTH Capital Management, LLC: IEF position timeline

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

WLTH Capital Management, LLC held 226,074 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,074 shares
    Change vs previous 13F +53,239 shares

    13.7% of the 13F portfolio, value $21,379,809.

    13F-HR 0001951757-26-000951 filed by WLTH Capital Management, 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/A 172,835 shares
    Change vs previous 13F +6,973 shares

    12.93% of the 13F portfolio, value $16,495,393.

    13F-HR/A 0001951757-26-000585 filed by WLTH Capital Management, 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 165,862 shares
    Change vs previous 13F not available

    12.47% of the 13F portfolio, value $16,123,437.

    13F-HR 0001951757-26-000486 filed by WLTH Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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