AUA CAPITAL MANAGEMENT, LLC: IEI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AUA CAPITAL MANAGEMENT, LLC on IEI, newest first. How the timeline and the estimate are built.
AUA CAPITAL MANAGEMENT, LLC held 19,364 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 19,364 sharesChange vs previous 13F -45 shares
1.05% of the 13F portfolio, value $2,274,302.
13F-HR 0001706915-26-000003 filed by AUA CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,409 sharesChange vs previous 13F +3,621 shares
1.18% of the 13F portfolio, value $2,301,907.
13F-HR 0001706915-26-000002 filed by AUA CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,788 sharesChange vs previous 13F 0 shares
0.94% of the 13F portfolio, value $1,884,298.
13F-HR 0001706915-26-000001 filed by AUA CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,788 sharesChange vs previous 13F -43 shares
1.06% of the 13F portfolio, value $1,886,824.
13F-HR 0001706915-25-000003 filed by AUA CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,831 sharesChange vs previous 13F 0 shares
1.13% of the 13F portfolio, value $1,885,314.
13F-HR 0001085146-25-003715 filed by AUA CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,831 sharesChange vs previous 13F 0 shares
1.22% of the 13F portfolio, value $1,870,195.
13F-HR 0001085146-25-001949 filed by AUA CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,831 sharesChange vs previous 13F 0 shares
1.17% of the 13F portfolio, value $1,829,272.
13F-HR 0001085146-25-000500 filed by AUA CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,831 sharesChange vs previous 13F not available
1.1% of the 13F portfolio, value $1,893,467.
13F-HR 0001085146-24-004935 filed by AUA CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).