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COGENT STRATEGIC WEALTH LLC: IEI position timeline

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

COGENT STRATEGIC WEALTH LLC held 11,959 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,959 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $1,404,585.

    13F-HR 0002106852-26-000003 filed by COGENT STRATEGIC WEALTH 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 11,959 shares
    Change vs previous 13F -36 shares

    1.46% of the 13F portfolio, value $1,418,337.

    13F-HR 0002106852-26-000002 filed by COGENT STRATEGIC WEALTH 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 11,995 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $1,428,642.

    13F-HR 0002106852-26-000001 filed by COGENT STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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