Skip to content
Disclosery

Fiduciary Alliance LLC: IEI position timeline

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

Fiduciary Alliance LLC held 9,187 IEI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,187 shares
    Change vs previous 13F -706 shares

    0.08% of the 13F portfolio, value $1,042,173.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,893 shares
    Change vs previous 13F -6 shares

    0.08% of the 13F portfolio, value $1,161,933.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 9,899 shares
    Change vs previous 13F +1,789 shares

    0.07% of the 13F portfolio, value $1,174,714.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 8,110 shares
    Change vs previous 13F +1,792 shares

    0.06% of the 13F portfolio, value $967,929.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 6,318 shares
    Change vs previous 13F +332 shares

    0.05% of the 13F portfolio, value $755,064.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 5,986 shares
    Change vs previous 13F +440 shares

    0.05% of the 13F portfolio, value $712,873.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 5,546 shares
    Change vs previous 13F +1,388 shares

    0.06% of the 13F portfolio, value $655,177.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 4,158 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $480,457.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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