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Perigon Wealth Management, LLC: IEI position timeline

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

Perigon Wealth Management, LLC held 18,982 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,982 shares
    Change vs previous 13F -2,912 shares

    0.04% of the 13F portfolio, value $2,229,493.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, 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 21,894 shares
    Change vs previous 13F -689 shares

    0.05% of the 13F portfolio, value $2,596,632.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, 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 22,583 shares
    Change vs previous 13F -8,270 shares

    0.05% of the 13F portfolio, value $2,695,241.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, 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 30,853 shares
    Change vs previous 13F -2,086 shares

    0.08% of the 13F portfolio, value $3,687,269.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, 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 32,939 shares
    Change vs previous 13F -7,778 shares

    0.09% of the 13F portfolio, value $3,922,703.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, 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 40,717 shares
    Change vs previous 13F -9,575 shares

    0.12% of the 13F portfolio, value $4,810,073.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, 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 50,292 shares
    Change vs previous 13F -2,774 shares

    0.14% of the 13F portfolio, value $5,814,315.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, 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 53,066 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,346,982.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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