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Orion Porfolio Solutions, LLC: IEI position timeline

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

Orion Porfolio Solutions, LLC held 218,204 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 218,204 shares
    Change vs previous 13F -4,063 shares

    0.2% of the 13F portfolio, value $25,628,109.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 222,267 shares
    Change vs previous 13F +48,003 shares

    0.22% of the 13F portfolio, value $26,360,799.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 174,264 shares
    Change vs previous 13F +182 shares

    0.15% of the 13F portfolio, value $20,798,433.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 174,082 shares
    Change vs previous 13F +14,250 shares

    0.16% of the 13F portfolio, value $20,804,481.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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 159,832 shares
    Change vs previous 13F -17,959 shares

    0.16% of the 13F portfolio, value $19,034,393.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 177,791 shares
    Change vs previous 13F +13,204 shares

    0.21% of the 13F portfolio, value $21,003,415.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 164,587 shares
    Change vs previous 13F -22,463 shares

    0.19% of the 13F portfolio, value $19,018,085.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 187,050 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $22,372,135.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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