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JGP Wealth Management, LLC: IEI position timeline

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

JGP Wealth Management, LLC held 2,178 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 2,178 shares
    Change vs previous 13F -1,699 shares

    0.02% of the 13F portfolio, value $247,058.

    13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,877 shares
    Change vs previous 13F +89 shares

    0.04% of the 13F portfolio, value $455,333.

    13F-HR 0001748278-26-000004 filed by JGP 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 ended2026-03-31
    13F 3,788 shares
    Change vs previous 13F -860 shares

    0.05% of the 13F portfolio, value $449,254.

    13F-HR 0001748278-26-000003 filed by JGP 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 ended2025-12-31
    13F 4,648 shares
    Change vs previous 13F +1,788 shares

    0.06% of the 13F portfolio, value $554,691.

    13F-HR 0001748278-26-000002 filed by JGP 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 ended2025-09-30
    13F 2,860 shares
    Change vs previous 13F -384 shares

    0.04% of the 13F portfolio, value $341,793.

    13F-HR 0001748278-25-000004 filed by JGP 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 ended2025-06-30
    13F 3,244 shares
    Change vs previous 13F +1,123 shares

    0.05% of the 13F portfolio, value $386,370.

    13F-HR 0001085146-25-004190 filed by JGP 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 ended2025-03-31
    13F 2,121 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $250,524.

    13F-HR 0001085146-25-001945 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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