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DAVENPORT & Co LLC: IYE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVENPORT & Co LLC on IYE, newest first. How the timeline and the estimate are built.

DAVENPORT & Co LLC held 11,675 IYE shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,675 shares
    Change vs previous 13F -1,598 shares

    <0.01% of the 13F portfolio, value $756,540.

    13F-HR 0000887777-26-000029 filed by DAVENPORT & Co LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,273 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $751,119.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,276 shares
    Change vs previous 13F -155 shares

    <0.01% of the 13F portfolio, value $859,887.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,431 shares
    Change vs previous 13F +2,356 shares

    <0.01% of the 13F portfolio, value $638,375.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,075 shares
    Change vs previous 13F -280 shares

    <0.01% of the 13F portfolio, value $526,284.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,355 shares
    Change vs previous 13F -239 shares

    <0.01% of the 13F portfolio, value $513,473.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,594 shares
    Change vs previous 13F -186 shares

    <0.01% of the 13F portfolio, value $571,584.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,780 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $536,815.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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