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Disclosery

AdvicePeriod, LLC: IEI position timeline

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

AdvicePeriod, LLC held 7,475 IEI shares at 2021-06-30 per its 13F-HR filed 2021-07-29.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 7,475 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $976,000.

    13F-HR 0001221073-21-000074 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F/A 7,474 shares
    Change vs previous 13F -1,643 shares

    0.07% of the 13F portfolio, value $971,000.

    13F-HR/A 0001221073-21-000054 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 9,117 shares
    Change vs previous 13F -9,756 shares

    0.09% of the 13F portfolio, value $1,212,000.

    13F-HR 0001221073-21-000017 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 18,873 shares
    Change vs previous 13F -4,163 shares

    0.23% of the 13F portfolio, value $2,521,000.

    13F-HR 0001221073-20-000157 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 23,036 shares
    Change vs previous 13F +626 shares

    0.34% of the 13F portfolio, value $3,079,000.

    13F-HR 0001221073-20-000128 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 22,410 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,989,000.

    13F-HR 0001221073-20-000066 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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