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Disclosery

Kiker Wealth Management, LLC: IEI position timeline

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

Kiker Wealth Management, LLC held 748 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 748 shares
    Change vs previous 13F +516 shares

    0.03% of the 13F portfolio, value $87,853.

    13F-HR 0001398344-26-013152 filed by Kiker 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 232 shares
    Change vs previous 13F +232 shares

    0.01% of the 13F portfolio, value $27,515.

    13F-HR 0001398344-26-008468 filed by Kiker 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 0 shares
    Change vs previous 13F -1,184 shares

    13F-HR 0001398344-26-001659 filed by Kiker 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.

  4. period ended2025-09-30
    13F 1,184 shares
    Change vs previous 13F +616 shares

    0.07% of the 13F portfolio, value $141,500.

    13F-HR 0001398344-25-019800 filed by Kiker 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 568 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $67,643.

    13F-HR 0001398344-25-013845 filed by Kiker 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 568 shares
    Change vs previous 13F +35 shares

    0.05% of the 13F portfolio, value $67,101.

    13F-HR 0001398344-25-009691 filed by Kiker 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 533 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $61,588.

    13F-HR 0001398344-25-002402 filed by Kiker Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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