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Disclosery

4J Wealth Management LLC: IEI position timeline

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

4J Wealth Management LLC held 65,537 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,537 shares
    Change vs previous 13F +7,743 shares

    3.78% of the 13F portfolio, value $7,697,304.

    13F-HR 0001754960-26-000594 filed by 4J Wealth 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 57,794 shares
    Change vs previous 13F +3,782 shares

    3.9% of the 13F portfolio, value $6,854,309.

    13F-HR 0001754960-26-000353 filed by 4J Wealth 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 54,012 shares
    Change vs previous 13F +12,060 shares

    3.69% of the 13F portfolio, value $6,446,319.

    13F-HR 0001754960-26-000067 filed by 4J Wealth Management 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 41,952 shares
    Change vs previous 13F +7,752 shares

    2.95% of the 13F portfolio, value $5,013,680.

    13F-HR 0001754960-25-000703 filed by 4J Wealth Management 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 34,200 shares
    Change vs previous 13F -214 shares

    2.75% of the 13F portfolio, value $4,072,845.

    13F-HR 0001754960-25-000523 filed by 4J Wealth Management 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 34,414 shares
    Change vs previous 13F +2,429 shares

    3.21% of the 13F portfolio, value $4,065,515.

    13F-HR 0001754960-25-000260 filed by 4J Wealth Management 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 31,985 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $3,695,828.

    13F-HR 0001754960-25-000062 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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