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MinichMacGregor Wealth Management, LLC: IAI position timeline

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

MinichMacGregor Wealth Management, LLC held 75,770 IAI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,770 shares
    Change vs previous 13F +6,015 shares

    2.02% of the 13F portfolio, value $13,284,791.

    13F-HR 0001172661-26-002643 filed by MinichMacGregor 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 69,755 shares
    Change vs previous 13F +4,818 shares

    2.02% of the 13F portfolio, value $11,452,453.

    13F-HR 0001172661-26-001514 filed by MinichMacGregor 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 64,937 shares
    Change vs previous 13F -203 shares

    2.11% of the 13F portfolio, value $11,647,789.

    13F-HR 0001172661-26-000974 filed by MinichMacGregor Wealth Management, 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 65,140 shares
    Change vs previous 13F +953 shares

    2.25% of the 13F portfolio, value $11,521,963.

    13F-HR 0001172661-25-004469 filed by MinichMacGregor 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 64,187 shares
    Change vs previous 13F +13,083 shares

    2.32% of the 13F portfolio, value $10,856,589.

    13F-HR 0001172661-25-002620 filed by MinichMacGregor 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 51,104 shares
    Change vs previous 13F -28,677 shares

    1.6% of the 13F portfolio, value $7,160,181.

    13F-HR 0001172661-25-001533 filed by MinichMacGregor 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 79,781 shares
    Change vs previous 13F -1,829 shares

    2.39% of the 13F portfolio, value $11,496,442.

    13F-HR 0001172661-25-000264 filed by MinichMacGregor Wealth Management, 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 81,610 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $10,491,782.

    13F-HR 0001172661-24-004416 filed by MinichMacGregor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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