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Clarity Financial LLC: IEI position timeline

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

Clarity Financial LLC held 536,456 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 536,456 shares
    Change vs previous 13F -384,064 shares

    5.39% of the 13F portfolio, value $63,006,754.

    13F-HR 0002085853-26-000773 filed by Clarity Financial 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 920,520 shares
    Change vs previous 13F -437,743 shares

    11.88% of the 13F portfolio, value $109,173,652.

    13F-HR 0002085853-26-000550 filed by Clarity Financial 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 1,358,263 shares
    Change vs previous 13F +41,882 shares

    14.99% of the 13F portfolio, value $162,108,690.

    13F-HR 0002085853-26-000132 filed by Clarity Financial 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 1,316,381 shares
    Change vs previous 13F +735,931 shares

    15.61% of the 13F portfolio, value $157,320,713.

    13F-HR 0002085853-25-000059 filed by Clarity Financial 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 580,450 shares
    Change vs previous 13F +5,759 shares

    7.44% of the 13F portfolio, value $69,125,746.

    13F-HR 0001667731-25-000877 filed by Clarity Financial 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 574,691 shares
    Change vs previous 13F +19,425 shares

    7.81% of the 13F portfolio, value $67,891,177.

    13F-HR 0001667731-25-000638 filed by Clarity Financial 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 555,266 shares
    Change vs previous 13F +15,399 shares

    7.67% of the 13F portfolio, value $64,161,043.

    13F-HR 0001667731-25-000095 filed by Clarity Financial 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 539,867 shares
    Change vs previous 13F not available

    7.59% of the 13F portfolio, value $64,570,836.

    13F-HR 0001862145-24-000004 filed by Clarity Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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