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Disclosery

Austin Wealth Management, LLC: IEI position timeline

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

Austin Wealth Management, LLC held 99,892 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 99,892 shares
    Change vs previous 13F +3,155 shares

    2.47% of the 13F portfolio, value $11,685,416.

    13F-HR 0002003112-26-000007 filed by Austin 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 96,737 shares
    Change vs previous 13F -34,802 shares

    2.59% of the 13F portfolio, value $11,421,738.

    13F-HR 0002003112-26-000004 filed by Austin 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 131,539 shares
    Change vs previous 13F +8,246 shares

    2.32% of the 13F portfolio, value $15,701,793.

    13F-HR 0002003112-26-000001 filed by Austin 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 123,293 shares
    Change vs previous 13F +2,133 shares

    2.33% of the 13F portfolio, value $14,841,986.

    13F-HR 0002003112-25-000004 filed by Austin 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 121,160 shares
    Change vs previous 13F +18,570 shares

    2.55% of the 13F portfolio, value $14,334,465.

    13F-HR 0001085146-25-004694 filed by Austin 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 102,590 shares
    Change vs previous 13F +3,150 shares

    2.43% of the 13F portfolio, value $12,128,215.

    13F-HR 0001085146-25-002519 filed by Austin 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 99,440 shares
    Change vs previous 13F +3,600 shares

    2.38% of the 13F portfolio, value $11,491,311.

    13F-HR 0001085146-25-000924 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 95,840 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $11,405,944.

    13F-HR 0001085146-24-005175 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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