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Disclosery

NWAM LLC: IEI position timeline

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

NWAM LLC held 11,716 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,716 shares
    Change vs previous 13F -113 shares

    0.07% of the 13F portfolio, value $1,376,024.

    13F-HR 0001655006-26-000005 filed by NWAM 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 11,829 shares
    Change vs previous 13F +8 shares

    0.08% of the 13F portfolio, value $1,402,864.

    13F-HR 0001655006-26-000004 filed by NWAM 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 11,821 shares
    Change vs previous 13F +127 shares

    0.08% of the 13F portfolio, value $1,408,866.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 11,694 shares
    Change vs previous 13F +7 shares

    0.08% of the 13F portfolio, value $1,406,238.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 11,687 shares
    Change vs previous 13F -378 shares

    0.08% of the 13F portfolio, value $1,382,646.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 12,065 shares
    Change vs previous 13F -477 shares

    0.12% of the 13F portfolio, value $1,425,257.

    13F-HR 0001085146-25-002583 filed by NWAM 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 12,542 shares
    Change vs previous 13F +6,156 shares

    0.09% of the 13F portfolio, value $1,449,270.

    13F-HR 0001085146-25-000766 filed by NWAM 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 6,386 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $763,773.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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