Skip to content
Disclosery

Bright Futures Wealth Management, LLC.: IEI position timeline

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

Bright Futures Wealth Management, LLC. held 1,726 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,726 shares
    Change vs previous 13F -197 shares

    0.13% of the 13F portfolio, value $202,673.

    13F-HR 0001803980-26-000004 filed by Bright Futures 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 1,923 shares
    Change vs previous 13F -22,004 shares

    0.16% of the 13F portfolio, value $228,019.

    13F-HR 0001803980-26-000002 filed by Bright Futures 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 23,927 shares
    Change vs previous 13F +490 shares

    2.11% of the 13F portfolio, value $2,855,640.

    13F-HR 0001803980-26-000001 filed by Bright Futures 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 23,437 shares
    Change vs previous 13F -3,553 shares

    2.19% of the 13F portfolio, value $2,800,911.

    13F-HR 0001803980-25-000007 filed by Bright Futures 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 ended2025-03-31
    13F 26,990 shares
    Change vs previous 13F -3,222 shares

    3.49% of the 13F portfolio, value $3,183,450.

    13F-HR 0001803980-25-000002 filed by Bright Futures 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 ended2024-12-31
    13F 30,212 shares
    Change vs previous 13F -7,123 shares

    3.12% of the 13F portfolio, value $3,505,457.

    13F-HR 0001803980-25-000001 filed by Bright Futures 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 ended2024-09-30
    13F 37,335 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $4,359,212.

    13F-HR 0001803980-24-000007 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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