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Centerline Wealth Advisors, LLC: IEI position timeline

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

Centerline Wealth Advisors, LLC held 56,062 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,062 shares
    Change vs previous 13F +5,847 shares

    2.06% of the 13F portfolio, value $6,584,436.

    13F-HR 0001802059-26-000009 filed by Centerline Wealth Advisors, 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 50,215 shares
    Change vs previous 13F -6,384 shares

    2.14% of the 13F portfolio, value $5,955,499.

    13F-HR 0001802059-26-000008 filed by Centerline Wealth Advisors, 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 56,599 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $6,755,091.

    13F-HR 0001802059-26-000001 filed by Centerline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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