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Disclosery

Cascade Financial Partners, LLC: IEI position timeline

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

Cascade Financial Partners, LLC held 133,496 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,496 shares
    Change vs previous 13F +21,937 shares

    1.36% of the 13F portfolio, value $15,679,128.

    13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, 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 111,559 shares
    Change vs previous 13F +44,777 shares

    1.36% of the 13F portfolio, value $13,230,866.

    13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, 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 66,782 shares
    Change vs previous 13F +29,170 shares

    0.81% of the 13F portfolio, value $7,970,482.

    13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, 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 37,612 shares
    Change vs previous 13F +2,768 shares

    0.52% of the 13F portfolio, value $4,495,005.

    13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, 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 34,844 shares
    Change vs previous 13F +7,957 shares

    0.5% of the 13F portfolio, value $4,149,605.

    13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, 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 26,887 shares
    Change vs previous 13F +6,605 shares

    0.4% of the 13F portfolio, value $3,176,297.

    13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, 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 20,282 shares
    Change vs previous 13F +3,043 shares

    0.31% of the 13F portfolio, value $2,343,597.

    13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, 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 17,239 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,023,019.

    13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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