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Disclosery

Prospera Financial Services Inc: IEI position timeline

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

Prospera Financial Services Inc held 61,597 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,597 shares
    Change vs previous 13F +6,327 shares

    0.11% of the 13F portfolio, value $7,234,665.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
    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 55,270 shares
    Change vs previous 13F +914 shares

    0.11% of the 13F portfolio, value $6,555,145.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services Inc
    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 54,356 shares
    Change vs previous 13F -257 shares

    0.11% of the 13F portfolio, value $6,487,460.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services Inc
    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 54,613 shares
    Change vs previous 13F +969 shares

    0.11% of the 13F portfolio, value $6,526,822.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services Inc
    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 53,644 shares
    Change vs previous 13F -3,476 shares

    0.12% of the 13F portfolio, value $6,388,414.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
    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 57,120 shares
    Change vs previous 13F +5,939 shares

    0.16% of the 13F portfolio, value $6,747,970.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services Inc
    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 51,181 shares
    Change vs previous 13F +43,613 shares

    0.14% of the 13F portfolio, value $5,914,347.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services Inc
    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 7,568 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $905,246.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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