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Joel Adams & Associates, Inc.: IEMG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joel Adams & Associates, Inc. on IEMG, newest first. How the timeline and the estimate are built.

Joel Adams & Associates, Inc. held 27,460 IEMG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,460 shares
    Change vs previous 13F -1,178 shares

    1.46% of the 13F portfolio, value $2,274,789.

    13F-HR 0001951757-26-001107 filed by Joel Adams & Associates, Inc.
    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 28,638 shares
    Change vs previous 13F -3,699 shares

    1.48% of the 13F portfolio, value $1,997,473.

    13F-HR 0001951757-26-000647 filed by Joel Adams & Associates, Inc.
    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 32,337 shares
    Change vs previous 13F +385 shares

    1.63% of the 13F portfolio, value $2,173,718.

    13F-HR 0001951757-26-000310 filed by Joel Adams & Associates, Inc.
    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 31,952 shares
    Change vs previous 13F -1,121 shares

    1.7% of the 13F portfolio, value $2,106,245.

    13F-HR 0001951757-25-001275 filed by Joel Adams & Associates, Inc.
    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 33,073 shares
    Change vs previous 13F -1,157 shares

    1.76% of the 13F portfolio, value $1,985,344.

    13F-HR 0001951757-25-000969 filed by Joel Adams & Associates, Inc.
    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 34,230 shares
    Change vs previous 13F -745 shares

    1.66% of the 13F portfolio, value $1,847,394.

    13F-HR 0001951757-25-000417 filed by Joel Adams & Associates, Inc.
    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 34,975 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $1,826,415.

    13F-HR 0001951757-25-000161 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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