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ZEVIN ASSET MANAGEMENT LLC: IEF position timeline

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

ZEVIN ASSET MANAGEMENT LLC held 12,317 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,317 shares
    Change vs previous 13F -805 shares

    0.16% of the 13F portfolio, value $1,164,825.

    13F-HR 0001394096-26-000003 filed by ZEVIN ASSET 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 13,122 shares
    Change vs previous 13F +909 shares

    0.17% of the 13F portfolio, value $1,252,385.

    13F-HR 0001394096-26-000002 filed by ZEVIN ASSET 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 12,213 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,174,429.

    13F-HR 0001394096-26-000001 filed by ZEVIN ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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