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Klaas Financial Asset Advisors, LLC: IEI position timeline

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

Klaas Financial Asset Advisors, LLC held 7,459 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,459 shares
    Change vs previous 13F -13,839 shares

    0.11% of the 13F portfolio, value $876,060.

    13F-HR 0001819279-26-000005 filed by Klaas Financial Asset Advisors, 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 21,298 shares
    Change vs previous 13F -232,088 shares

    0.35% of the 13F portfolio, value $2,525,943.

    13F-HR 0001819279-26-000004 filed by Klaas Financial Asset Advisors, 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 253,386 shares
    Change vs previous 13F +7,798 shares

    4.39% of the 13F portfolio, value $30,241,610.

    13F-HR 0001819279-26-000001 filed by Klaas Financial Asset Advisors, 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 245,588 shares
    Change vs previous 13F +5,170 shares

    4.4% of the 13F portfolio, value $29,350,212.

    13F-HR 0001819279-25-000006 filed by Klaas Financial Asset Advisors, 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 240,418 shares
    Change vs previous 13F +3,591 shares

    4.53% of the 13F portfolio, value $28,631,370.

    13F-HR 0002051355-25-000005 filed by Klaas Financial Asset Advisors, 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 236,827 shares
    Change vs previous 13F +3,225 shares

    4.82% of the 13F portfolio, value $27,977,605.

    13F-HR 0001819279-25-000003 filed by Klaas Financial Asset Advisors, 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 233,602 shares
    Change vs previous 13F +5,784 shares

    4.75% of the 13F portfolio, value $26,992,757.

    13F-HR 0001819279-25-000001 filed by Klaas Financial Asset Advisors, 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 227,818 shares
    Change vs previous 13F not available

    4.72% of the 13F portfolio, value $27,248,220.

    13F-HR 0001819279-24-000006 filed by Klaas Financial Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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