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Disclosery

Advisor OS, LLC: IEF position timeline

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

Advisor OS, LLC held 33,287 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,287 shares
    Change vs previous 13F +6,005 shares

    0.21% of the 13F portfolio, value $3,147,963.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 27,282 shares
    Change vs previous 13F +20,335 shares

    0.19% of the 13F portfolio, value $2,603,835.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 6,947 shares
    Change vs previous 13F +1,341 shares

    0.05% of the 13F portfolio, value $667,991.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 5,606 shares
    Change vs previous 13F +354 shares

    0.05% of the 13F portfolio, value $540,832.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 5,252 shares
    Change vs previous 13F -388,072 shares

    0.05% of the 13F portfolio, value $502,974.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 393,324 shares
    Change vs previous 13F +21,374 shares

    4.27% of the 13F portfolio, value $37,511,269.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 371,950 shares
    Change vs previous 13F -90,211 shares

    3.98% of the 13F portfolio, value $34,386,763.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 462,161 shares
    Change vs previous 13F not available

    4.51% of the 13F portfolio, value $45,347,196.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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