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Disclosery

Boltwood Capital Management: IEI position timeline

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

Boltwood Capital Management held 101,696 IEI shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 101,696 shares
    Change vs previous 13F +1,787 shares

    2.6% of the 13F portfolio, value $11,536,394.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 99,909 shares
    Change vs previous 13F +1,836 shares

    2.69% of the 13F portfolio, value $11,734,312.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    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 98,073 shares
    Change vs previous 13F -210 shares

    2.97% of the 13F portfolio, value $11,631,458.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    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 98,283 shares
    Change vs previous 13F +2,480 shares

    3.05% of the 13F portfolio, value $11,730,076.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    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 95,803 shares
    Change vs previous 13F -354 shares

    3.05% of the 13F portfolio, value $11,449,417.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    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 96,157 shares
    Change vs previous 13F +289 shares

    3.26% of the 13F portfolio, value $11,451,337.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    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 95,868 shares
    Change vs previous 13F -1,761 shares

    3.44% of the 13F portfolio, value $11,325,367.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    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 97,629 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $11,281,031.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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