MorganRosel Wealth Management, LLC: IEI position timeline

MorganRosel Wealth Management, LLC held 5,863 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,863 shares

   Change vs previous 13F +512 shares

   0.23% of the 13F portfolio, value $688,609.

   13F-HR 0001986152-26-000156 filed by MorganRosel Wealth Management, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 5,351 shares

   Change vs previous 13F -2,897 shares

   0.25% of the 13F portfolio, value $634,629.

   13F-HR 0001986152-26-000063 filed by MorganRosel Wealth Management, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 8,248 shares

   Change vs previous 13F +87 shares

   0.25% of the 13F portfolio, value $984,399.

   13F-HR 0001986152-26-000032 filed by MorganRosel Wealth Management, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 8,161 shares

   Change vs previous 13F +329 shares

   0.25% of the 13F portfolio, value $975,321.

   13F-HR 0001753218-25-000002 filed by MorganRosel Wealth Management, LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,832 shares

   Change vs previous 13F +474 shares

   0.25% of the 13F portfolio, value $932,713.

   13F-HR 0001986152-25-000055 filed by MorganRosel Wealth Management, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 7,358 shares

   Change vs previous 13F +466 shares

   0.26% of the 13F portfolio, value $869,238.

   13F-HR 0001986152-25-000035 filed by MorganRosel Wealth Management, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 6,892 shares

   Change vs previous 13F -180 shares

   0.26% of the 13F portfolio, value $796,371.

   13F-HR 0001986152-25-000019 filed by MorganRosel Wealth Management, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 7,072 shares

   Change vs previous 13F not available

   0.28% of the 13F portfolio, value $845,847.

   13F-HR 0001085146-24-004839 filed by MorganRosel Wealth Management, LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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