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Dynasty Wealth Management, LLC: IEI position timeline

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

Dynasty Wealth Management, LLC held 1,257,130 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,257,130 shares
    Change vs previous 13F +172,090 shares

    1.1% of the 13F portfolio, value $147,649,941.

    13F-HR 0001727599-26-000004 filed by Dynasty Wealth Management, 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 1,085,040 shares
    Change vs previous 13F -85,457 shares

    1.12% of the 13F portfolio, value $128,685,711.

    13F-HR 0001727599-26-000003 filed by Dynasty Wealth Management, 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 1,170,497 shares
    Change vs previous 13F +577,371 shares

    1.37% of the 13F portfolio, value $139,698,852.

    13F-HR 0001727599-26-000002 filed by Dynasty Wealth Management, 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 593,126 shares
    Change vs previous 13F +324,503 shares

    0.95% of the 13F portfolio, value $70,884,511.

    13F-HR 0001727599-25-000007 filed by Dynasty Wealth Management, 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 268,623 shares
    Change vs previous 13F -4,337 shares

    0.55% of the 13F portfolio, value $31,990,361.

    13F-HR 0001727599-25-000006 filed by Dynasty Wealth Management, 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 272,960 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $32,246,123.

    13F-HR 0001727599-25-000005 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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