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AmeriServ Wealth Advisors: IEF position timeline

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

AmeriServ Wealth Advisors held 105,080 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,080 shares
    Change vs previous 13F -48,771 shares

    6.61% of the 13F portfolio, value $9,937,415.

    13F-HR 0001172661-26-003007 filed by AmeriServ Wealth Advisors
    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 153,851 shares
    Change vs previous 13F -12,578 shares

    9.37% of the 13F portfolio, value $14,683,539.

    13F-HR 0001172661-26-001807 filed by AmeriServ Wealth Advisors
    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 166,429 shares
    Change vs previous 13F -73,154 shares

    9.3% of the 13F portfolio, value $16,003,812.

    13F-HR 0001172661-26-000585 filed by AmeriServ Wealth Advisors
    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 239,583 shares
    Change vs previous 13F +3,077 shares

    11.68% of the 13F portfolio, value $23,110,175.

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth Advisors
    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 236,506 shares
    Change vs previous 13F +12,990 shares

    11.2% of the 13F portfolio, value $22,650,178.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth Advisors
    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 223,516 shares
    Change vs previous 13F -8,121 shares

    12.33% of the 13F portfolio, value $21,316,720.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    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 231,637 shares
    Change vs previous 13F not available

    11.56% of the 13F portfolio, value $21,414,840.

    13F-HR 0001172661-25-001082 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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