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IAMS WEALTH MANAGEMENT, LLC: IEI position timeline

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

IAMS WEALTH MANAGEMENT, LLC held 6,944 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,944 shares
    Change vs previous 13F -258 shares

    0.25% of the 13F portfolio, value $815,793.

    13F-HR 0001998182-26-000003 filed by IAMS 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 7,202 shares
    Change vs previous 13F -439 shares

    0.3% of the 13F portfolio, value $854,301.

    13F-HR 0001998182-26-000002 filed by IAMS 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 7,641 shares
    Change vs previous 13F +2,203 shares

    0.33% of the 13F portfolio, value $912,093.

    13F-HR 0001998182-26-000001 filed by IAMS 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 5,438 shares
    Change vs previous 13F +413 shares

    0.26% of the 13F portfolio, value $650,043.

    13F-HR 0001998182-25-000003 filed by IAMS 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 5,025 shares
    Change vs previous 13F +117 shares

    0.27% of the 13F portfolio, value $598,484.

    13F-HR 0001085146-25-003783 filed by IAMS 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 4,908 shares
    Change vs previous 13F -299 shares

    0.27% of the 13F portfolio, value $579,846.

    13F-HR 0001085146-25-001999 filed by IAMS 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 5,207 shares
    Change vs previous 13F +5,207 shares

    0.28% of the 13F portfolio, value $601,701.

    13F-HR 0001085146-25-000432 filed by IAMS 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001085146-24-004845 filed by IAMS WEALTH MANAGEMENT, 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.