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Checchi Capital Advisers, LLC: IEI position timeline

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

Checchi Capital Advisers, LLC held 59,698 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 59,698 shares
    Change vs previous 13F -1,379 shares

    0.45% of the 13F portfolio, value $7,011,487.

    13F-HR 0001598186-26-000003 filed by Checchi Capital Advisers, 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 61,077 shares
    Change vs previous 13F -342 shares

    0.5% of the 13F portfolio, value $7,243,689.

    13F-HR 0001598186-26-000002 filed by Checchi Capital Advisers, 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 61,419 shares
    Change vs previous 13F -464 shares

    0.5% of the 13F portfolio, value $7,330,328.

    13F-HR 0001598186-26-000001 filed by Checchi Capital Advisers, 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 61,883 shares
    Change vs previous 13F -1,831 shares

    0.51% of the 13F portfolio, value $7,395,629.

    13F-HR 0001598186-25-000003 filed by Checchi Capital Advisers, 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 63,714 shares
    Change vs previous 13F -111,118 shares

    0.53% of the 13F portfolio, value $7,587,721.

    13F-HR 0001085146-25-004026 filed by Checchi Capital Advisers, 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 174,832 shares
    Change vs previous 13F +101,008 shares

    1.46% of the 13F portfolio, value $20,653,829.

    13F-HR 0001085146-25-002398 filed by Checchi Capital Advisers, 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 73,824 shares
    Change vs previous 13F +1,073 shares

    0.64% of the 13F portfolio, value $8,530,334.

    13F-HR 0001085146-25-000800 filed by Checchi Capital Advisers, 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 72,751 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $8,701,430.

    13F-HR 0001085146-24-005324 filed by Checchi Capital Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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