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Latko Wealth Management, Ltd.: IEI position timeline

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

Latko Wealth Management, Ltd. held 39,046 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,046 shares
    Change vs previous 13F -5,033 shares

    1.95% of the 13F portfolio, value $4,585,976.

    13F-HR 0001937769-26-000004 filed by Latko Wealth Management, Ltd.
    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 44,079 shares
    Change vs previous 13F -10,879 shares

    2.55% of the 13F portfolio, value $5,227,748.

    13F-HR 0001937769-26-000003 filed by Latko Wealth Management, Ltd.
    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 54,958 shares
    Change vs previous 13F +1,200 shares

    3.21% of the 13F portfolio, value $6,559,223.

    13F-HR 0001937769-26-000002 filed by Latko Wealth Management, Ltd.
    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 53,758 shares
    Change vs previous 13F +3,893 shares

    3.26% of the 13F portfolio, value $6,424,597.

    13F-HR 0001937769-25-000009 filed by Latko Wealth Management, Ltd.
    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 49,865 shares
    Change vs previous 13F -5,133 shares

    3.34% of the 13F portfolio, value $5,938,000.

    13F-HR 0001937769-25-000006 filed by Latko Wealth Management, Ltd.
    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 54,998 shares
    Change vs previous 13F +353 shares

    4.21% of the 13F portfolio, value $6,497,000.

    13F-HR 0001937769-25-000005 filed by Latko Wealth Management, Ltd.
    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 54,645 shares
    Change vs previous 13F +5,608 shares

    3.74% of the 13F portfolio, value $6,314,000.

    13F-HR 0001937769-25-000001 filed by Latko Wealth Management, Ltd.
    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 49,037 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $5,865,000.

    13F-HR 0001937769-24-000001 filed by Latko Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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