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Ballew Advisors, Inc: IYE position timeline

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

Ballew Advisors, Inc held 23,960 IYE shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,960 shares
    Change vs previous 13F -1,731 shares

    0.79% of the 13F portfolio, value $1,586,624.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,691 shares
    Change vs previous 13F -18 shares

    0.75% of the 13F portfolio, value $1,457,985.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    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 25,709 shares
    Change vs previous 13F -653 shares

    0.88% of the 13F portfolio, value $1,563,597.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    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 26,362 shares
    Change vs previous 13F -873 shares

    0.74% of the 13F portfolio, value $1,312,058.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 27,235 shares
    Change vs previous 13F -7 shares

    0.7% of the 13F portfolio, value $1,251,432.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 27,242 shares
    Change vs previous 13F +140 shares

    0.75% of the 13F portfolio, value $1,263,208.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 27,102 shares
    Change vs previous 13F +4,631 shares

    0.76% of the 13F portfolio, value $1,132,320.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 22,471 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,079,044.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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