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Asempa Wealth Advisors: IYE position timeline

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

Asempa Wealth Advisors held 20,674 IYE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,674 shares
    Change vs previous 13F -1,682 shares

    1.06% of the 13F portfolio, value $1,364,080.

    13F-HR 0002099967-26-000004 filed by Asempa Wealth Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,356 shares
    Change vs previous 13F +452 shares

    0.96% of the 13F portfolio, value $1,265,103.

    13F-HR 0002099967-26-000003 filed by Asempa 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 ended2026-03-31
    13F 21,904 shares
    Change vs previous 13F -5 shares

    1.19% of the 13F portfolio, value $1,368,136.

    13F-HR 0002099967-26-000002 filed by Asempa 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 ended2025-12-31
    13F 21,909 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,041,353.

    13F-HR 0002099967-26-000001 filed by Asempa Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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