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Disclosery

Clearstead Advisors, LLC: IEI position timeline

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

Clearstead Advisors, LLC held 38,602 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,602 shares
    Change vs previous 13F -2,638 shares

    0.04% of the 13F portfolio, value $4,533,821.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 41,240 shares
    Change vs previous 13F -3,047 shares

    0.04% of the 13F portfolio, value $4,891,081.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 44,287 shares
    Change vs previous 13F -4,728 shares

    0.07% of the 13F portfolio, value $5,285,670.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 49,015 shares
    Change vs previous 13F -2,265 shares

    0.09% of the 13F portfolio, value $5,857,814.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 51,280 shares
    Change vs previous 13F -180,703 shares

    0.09% of the 13F portfolio, value $6,106,973.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 231,983 shares
    Change vs previous 13F +177,478 shares

    0.43% of the 13F portfolio, value $27,405,369.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 54,505 shares
    Change vs previous 13F +979 shares

    0.1% of the 13F portfolio, value $6,298,006.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 53,526 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,401,929.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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