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Disclosery

MFA Wealth Services: IEI position timeline

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

MFA Wealth Services held 54,356 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,356 shares
    Change vs previous 13F +1,765 shares

    3.81% of the 13F portfolio, value $6,384,113.

    13F-HR 0001754960-26-000585 filed by MFA Wealth Services
    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 52,591 shares
    Change vs previous 13F +1,414 shares

    4.13% of the 13F portfolio, value $6,237,341.

    13F-HR 0001754960-26-000297 filed by MFA Wealth Services
    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 51,177 shares
    Change vs previous 13F +1,520 shares

    4.13% of the 13F portfolio, value $6,107,923.

    13F-HR 0001754960-26-000075 filed by MFA Wealth Services
    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 49,657 shares
    Change vs previous 13F -3,786 shares

    4.1% of the 13F portfolio, value $5,934,456.

    13F-HR 0001754960-25-000793 filed by MFA Wealth Services
    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 53,443 shares
    Change vs previous 13F +733 shares

    4.78% of the 13F portfolio, value $6,364,579.

    13F-HR 0001754960-25-000478 filed by MFA Wealth Services
    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 52,710 shares
    Change vs previous 13F +6,411 shares

    5.12% of the 13F portfolio, value $6,226,863.

    13F-HR 0001754960-25-000207 filed by MFA Wealth Services
    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 46,299 shares
    Change vs previous 13F not available

    4.29% of the 13F portfolio, value $5,349,899.

    13F-HR 0001754960-25-000045 filed by MFA Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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