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Disclosery

Edge Wealth Management LLC: IEI position timeline

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

Edge Wealth Management LLC held 7,750 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,750 shares
    Change vs previous 13F -50 shares

    0.15% of the 13F portfolio, value $910,238.

    13F-HR 0001567163-26-000005 filed by Edge 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 7,800 shares
    Change vs previous 13F -33,047 shares

    0.16% of the 13F portfolio, value $925,080.

    13F-HR 0001567163-26-000003 filed by Edge 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 40,847 shares
    Change vs previous 13F +620 shares

    0.86% of the 13F portfolio, value $4,875,089.

    13F-HR 0001567163-26-000001 filed by Edge 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 40,227 shares
    Change vs previous 13F +20 shares

    0.85% of the 13F portfolio, value $4,807,529.

    13F-HR 0001085146-25-005929 filed by Edge 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 40,207 shares
    Change vs previous 13F +10,853 shares

    0.92% of the 13F portfolio, value $4,788,855.

    13F-HR 0001085146-25-003784 filed by Edge 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 29,354 shares
    Change vs previous 13F +4,475 shares

    0.7% of the 13F portfolio, value $3,467,735.

    13F-HR 0001085146-25-002050 filed by Edge Wealth Management 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 24,879 shares
    Change vs previous 13F +1,505 shares

    0.58% of the 13F portfolio, value $2,874,768.

    13F-HR 0001085146-25-000220 filed by Edge Wealth Management 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 23,374 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,795,647.

    13F-HR 0001085146-24-004911 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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