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NewEdge Advisors, LLC: IEI position timeline

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

NewEdge Advisors, LLC held 158,124 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,124 shares
    Change vs previous 13F -14,031 shares

    0.06% of the 13F portfolio, value $18,571,723.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 172,155 shares
    Change vs previous 13F +507 shares

    0.07% of the 13F portfolio, value $20,417,573.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 171,648 shares
    Change vs previous 13F +20,454 shares

    0.07% of the 13F portfolio, value $20,486,272.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 151,194 shares
    Change vs previous 13F -1,225 shares

    0.08% of the 13F portfolio, value $18,069,136.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 152,419 shares
    Change vs previous 13F +34,543 shares

    0.09% of the 13F portfolio, value $18,151,651.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 117,876 shares
    Change vs previous 13F +15,244 shares

    0.08% of the 13F portfolio, value $13,925,227.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 102,632 shares
    Change vs previous 13F +32,179 shares

    0.07% of the 13F portfolio, value $11,859,216.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 70,453 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,426,583.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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