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FormulaFolio Investments, LLC: IEI position timeline

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

FormulaFolio Investments, LLC held 0 IEI shares at 2021-03-31 per its 13F-HR filed 2021-05-28.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 0 shares
    Change vs previous 13F -81,824 shares

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2020-12-31
    13F 81,824 shares
    Change vs previous 13F +30,782 shares

    0.23% of the 13F portfolio, value $10,881,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 51,042 shares
    Change vs previous 13F -42,790 shares

    0.26% of the 13F portfolio, value $6,819,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 93,832 shares
    Change vs previous 13F +89,832 shares

    0.51% of the 13F portfolio, value $12,543,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 4,000 shares
    Change vs previous 13F -10,158 shares

    0.03% of the 13F portfolio, value $533,000.

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 14,158 shares
    Change vs previous 13F -192 shares

    0.06% of the 13F portfolio, value $1,780,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 14,350 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,820,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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