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Disclosery

MBL Wealth, LLC: IEI position timeline

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

MBL Wealth, LLC held 252,032 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 252,032 shares
    Change vs previous 13F +14,554 shares

    2.02% of the 13F portfolio, value $29,601,159.

    13F-HR 0001437749-26-023609 filed by MBL Wealth, 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 237,478 shares
    Change vs previous 13F +16,545 shares

    2.13% of the 13F portfolio, value $28,164,891.

    13F-HR 0001437749-26-013587 filed by MBL Wealth, 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 220,933 shares
    Change vs previous 13F +11,154 shares

    2.12% of the 13F portfolio, value $26,368,354.

    13F-HR 0001437749-26-001627 filed by MBL Wealth, 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 209,779 shares
    Change vs previous 13F +9,581 shares

    2.19% of the 13F portfolio, value $25,070,689.

    13F-HR 0001437749-25-031122 filed by MBL Wealth, 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 200,198 shares
    Change vs previous 13F -8,189 shares

    2.28% of the 13F portfolio, value $23,841,580.

    13F-HR 0001437749-25-023178 filed by MBL Wealth, 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 208,387 shares
    Change vs previous 13F +3,618 shares

    2.49% of the 13F portfolio, value $24,617,799.

    13F-HR 0001437749-25-017955 filed by MBL Wealth, 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 204,769 shares
    Change vs previous 13F +7,717 shares

    2.37% of the 13F portfolio, value $23,661,058.

    13F-HR 0001437749-25-012433 filed by MBL Wealth, 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 197,052 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $23,568,405.

    13F-HR 0001437749-25-000682 filed by MBL Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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