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New Potomac Partners, LLC: IEI position timeline

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

New Potomac Partners, LLC held 40,473 IEI shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 40,473 shares
    Change vs previous 13F +3,161 shares

    2.49% of the 13F portfolio, value $4,840,774.

    13F-HR 0001731466-24-000004 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 37,312 shares
    Change vs previous 13F +1,234 shares

    2.36% of the 13F portfolio, value $4,308,417.

    13F-HR 0001731466-24-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 36,078 shares
    Change vs previous 13F +5,549 shares

    2.32% of the 13F portfolio, value $4,178,194.

    13F-HR 0001731466-24-000001 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 30,529 shares
    Change vs previous 13F +2,330 shares

    2.13% of the 13F portfolio, value $3,575,862.

    13F-HR 0001940416-24-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 28,199 shares
    Change vs previous 13F +2,589 shares

    2.2% of the 13F portfolio, value $3,190,999.

    13F-HR 0001731466-23-000003 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 25,610 shares
    Change vs previous 13F +1,951 shares

    1.95% of the 13F portfolio, value $2,951,809.

    13F-HR 0001731466-23-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 23,659 shares
    Change vs previous 13F +963 shares

    1.93% of the 13F portfolio, value $2,783,482.

    13F-HR 0001104659-23-050140 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 22,696 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $2,607,543.

    13F-HR 0001104659-23-004552 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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