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Disclosery

Dakota Wealth Management: IEI position timeline

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

Dakota Wealth Management held 1,716 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,716 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $201,545.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 1,716 shares
    Change vs previous 13F -2,389 shares

    <0.01% of the 13F portfolio, value $203,518.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 4,105 shares
    Change vs previous 13F +2,389 shares

    0.01% of the 13F portfolio, value $489,932.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 1,716 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $205,080.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 1,716 shares
    Change vs previous 13F -292 shares

    <0.01% of the 13F portfolio, value $204,359.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 2,008 shares
    Change vs previous 13F +77 shares

    0.01% of the 13F portfolio, value $237,216.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 1,931 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $223,132.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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