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NAPA WEALTH MANAGEMENT: IEI position timeline

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

NAPA WEALTH MANAGEMENT held 2,891 IEI shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,891 shares
    Change vs previous 13F -117 shares

    0.16% of the 13F portfolio, value $345,503.

    13F-HR 0001172661-25-004716 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 3,008 shares
    Change vs previous 13F -586 shares

    0.17% of the 13F portfolio, value $358,223.

    13F-HR 0001172661-25-003431 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 3,594 shares
    Change vs previous 13F -639 shares

    0.24% of the 13F portfolio, value $424,577.

    13F-HR 0001172661-25-001900 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 4,233 shares
    Change vs previous 13F -5,810 shares

    0.21% of the 13F portfolio, value $489,123.

    13F-HR 0001172661-25-001047 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 10,043 shares
    Change vs previous 13F +2,245 shares

    0.57% of the 13F portfolio, value $1,201,193.

    13F-HR 0001172661-24-004513 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 7,798 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $900,435.

    13F-HR 0001172661-24-003496 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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